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
$841M
AUM Growth
+$40.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$5.7M
2
+$4.66M
3
+$4.02M
4
TSLA icon
Tesla
TSLA
+$3.99M
5
LRCX icon
Lam Research
LRCX
+$3.95M

Top Sells

1
+$17.9M
2
+$14.7M
3
+$8.88M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$6.83M
5
NVDA icon
NVIDIA
NVDA
+$3.63M

Sector Composition

1 Materials 16.19%
2 Technology 12.23%
3 Consumer Discretionary 7.28%
4 Healthcare 7.1%
5 Energy 6.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.02M 0.24%
122,800
77
$2M 0.24%
+8,753
78
$2M 0.24%
+14,000
79
$1.99M 0.24%
+10,000
80
$1.97M 0.23%
11,448
81
$1.95M 0.23%
+4,057
82
$1.95M 0.23%
29,850
83
$1.9M 0.23%
+29,599
84
$1.87M 0.22%
36,000
-14,000
85
$1.87M 0.22%
3,200
-1,300
86
$1.86M 0.22%
7,500
+3,000
87
$1.85M 0.22%
3,825
-1,175
88
$1.85M 0.22%
+7,971
89
$1.84M 0.22%
+54,555
90
$1.83M 0.22%
+16,026
91
$1.81M 0.21%
110,000
+10,000
92
$1.8M 0.21%
48,790
-7,510
93
$1.78M 0.21%
15,000
-5,000
94
$1.71M 0.2%
15,000
-2,000
95
$1.69M 0.2%
13,000
96
$1.63M 0.19%
6,500
-800
97
$1.56M 0.19%
111,000
98
$1.55M 0.18%
10,095
-1,000
99
$1.5M 0.18%
13,500
-132,569
100
$1.49M 0.18%
74,000
2 3
4
5 6