PIM

Platinum Investment Management Portfolio holdings

AUM $433M
1-Year Est. Return 52.68%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+52.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.5B
AUM Growth
-$222M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$68.8M
2
+$68.6M
3
+$63.4M
4
JNJ icon
Johnson & Johnson
JNJ
+$62M
5
IQV icon
IQVIA
IQV
+$58.8M

Top Sells

1
+$139M
2
+$88M
3
+$83.2M
4
AVGO icon
Broadcom
AVGO
+$52.5M
5
CCJ icon
Cameco
CCJ
+$52M

Sector Composition

1 Healthcare 22.58%
2 Technology 21.72%
3 Financials 16.54%
4 Communication Services 15.72%
5 Consumer Discretionary 10.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$9.26M 0.62%
88,509
-21,746
27
$8.95M 0.6%
25,209
-1,106
28
$7.36M 0.49%
190,000
-10,000
29
$6.24M 0.41%
40,000
30
$6.21M 0.41%
183,111
-65,127
31
$5.9M 0.39%
120,000
32
$5.43M 0.36%
80,000
-22,959
33
$5.42M 0.36%
481,335
-14,462
34
$5.23M 0.35%
65,000
35
$4.98M 0.33%
40,000
36
$4.65M 0.31%
9,340
37
$4.64M 0.31%
29,399
+4,920
38
$4.22M 0.28%
31,520
-4,660
39
$3.82M 0.25%
290,836
+22,949
40
$3.76M 0.25%
159,751
+20,433
41
$3.76M 0.25%
86,512
-9,134
42
$3.72M 0.25%
1,387,265
-650,822
43
$3.64M 0.24%
12,646
-3,862
44
$3.51M 0.23%
166,917
+14,204
45
$3.27M 0.22%
75,708
+5,358
46
$3.13M 0.21%
195,727
+38,738
47
$3.02M 0.2%
92,596
-336,492
48
$2.99M 0.2%
238,391
-40,267
49
$2.96M 0.2%
1,450,969
-87,278
50
$2.56M 0.17%
8,297
+1,960
1
2
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