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
$800M
AUM Growth
+$62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1 +$10.3M
2 +$7.65M
3 +$3.27M
4
V icon
Visa
V
+$2.6M
5
AVGO icon
Broadcom
AVGO
+$2.23M

Top Sells

1 +$18.4M
2 +$8.43M
3 +$5.26M
4
QCOM icon
Qualcomm
QCOM
+$4.34M
5
B
Barrick Mining
B
+$3.99M

Sector Composition

1 Materials 16.94%
2 Technology 10%
3 Consumer Discretionary 7.59%
4 Healthcare 7.42%
5 Energy 6.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-30,000
152
-30,000
153
-6,400