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
51
$2.36M 0.16%
44,940
-19,901
52
$2.31M 0.15%
355,353
+43,361
53
$2.26M 0.15%
22,933
+2,301
54
$2.09M 0.14%
3,714
-1,520
55
$2.02M 0.13%
+6,000
56
$1.98M 0.13%
285,381
-2,218
57
$1.88M 0.12%
+3,500
58
$1.75M 0.12%
111,022
+12,613
59
$1.73M 0.11%
3,366
+49
60
$1.7M 0.11%
1,383,863
-347,492
61
$1.63M 0.11%
14,412
-17,907
62
$1.58M 0.11%
+14,863
63
$1.58M 0.1%
219,504
+85,594
64
$1.55M 0.1%
74,900
65
$1.43M 0.1%
+15,146
66
$1.36M 0.09%
45,541
67
$1.36M 0.09%
208,308
68
$1.31M 0.09%
6,289
+4,019
69
$1.29M 0.09%
112,743
-73,189
70
$1.25M 0.08%
153,783
71
$1.23M 0.08%
293,320
72
$1.22M 0.08%
+9,539
73
$1.18M 0.08%
+5,745
74
$1.16M 0.08%
200
75
$1.14M 0.08%
+1,278
1 2
3
4 5