PIMJS

PKO Investment Management Joint-Stock Portfolio holdings

AUM $1.17B
1-Year Est. Return 27.44%
This Quarter Est. Return
1 Year Est. Return
+27.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$294M
AUM Growth
-$107M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1 +$10.1M
2 +$6.8M
3 +$6.76M
4
TPIC
TPI Composites
TPIC
+$5.81M
5
YELP icon
Yelp
YELP
+$3.24M

Top Sells

1 +$13.7M
2 +$11.4M
3 +$9.82M
4
AMZN icon
Amazon
AMZN
+$3.9M
5
SBUX icon
Starbucks
SBUX
+$3.68M

Sector Composition

1 Technology 24.45%
2 Communication Services 17.92%
3 Materials 14.19%
4 Consumer Discretionary 14.13%
5 Healthcare 5.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$36.1K 0.01%
3,534
77
-1,250
78
-41,809
79
-11,190
80
-7,900
81
-41,266
82
-6,000
83
-62,800