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PIM

Platinum Investment Management Portfolio holdings

AUM $397M
1-Year Est. Return 63.96%
This Fund
S&P 500
This Quarter Est. Return
+4.34%
1 Year Est. Return
+63.96%
3 Year Est. Return
+135%
5 Year Est. Return
+149.46%
10 Year Est. Return
+636.06%
AUM
$3.77B
AUM Growth
-$185M
Cap. Flow
-$295M
Cap. Flow %
-7.83%
Top 10 Hldgs %
61.18%
Holding
83
New
8
Increased
14
Reduced
16
Closed
5

Top Buys

Rank Stock Value
1
ZTO icon
ZTO Express
ZTO
+$68.9M
2
CF icon
CF Industries
CF
+$61.3M
3
ALLY icon
Ally Financial
ALLY
+$56.2M
4
SINA
Sina Corp
SINA
+$49.8M
5
BTU icon
Peabody Energy
BTU
+$38.2M

Top Sells

Rank Stock Value
1
WUBA
58.com Inc
WUBA
+$174M
2
BIDU icon
Baidu
BIDU
+$153M
3
JLL icon
Jones Lang LaSalle
JLL
+$78.4M
4
ORCL icon
Oracle
ORCL
+$56.1M
5
PYPL icon
PayPal
PYPL
+$51.9M

Sector Composition

Rank Sector Weight
1 Consumer Discretionary 21.67%
2 Energy 14.26%
3 Communication Services 13.11%
4 Technology 10.49%
5 Healthcare 7.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
META icon
76
Meta Platforms (Facebook)
META
$1.5T
$342K 0.01%
1,940
– –
RYTM icon
77
Rhythm Pharmaceuticals
RYTM
$7.72B
$29K ﹤0.01%
+1,000
New +$26.4K
JLL icon
78
Jones Lang LaSalle
JLL
$16.7B
– –
-634,613
Closed -$78.4M
PFE icon
79
Pfizer
PFE
$149B
– –
-50,181
Closed -$1.7M
VRSN icon
80
VeriSign
VRSN
$26.4B
– –
-5,600
Closed -$595K
LVLT
81
DELISTED
Level 3 Communications Inc
LVLT
– –
-288,500
Closed -$15.4M
AMFW
82
DELISTED
AMEC Foster Wheeler plc
AMFW
– –
-29,908
Closed -$202K
1 2 3
4

Similar funds

LCG
Lisanti Capital Growth New York $397M AUM 178.66% 1-Year Est. Return
EH
EMG Holdings Old Greenwich, Connecticut $397M AUM 9.97% 1-Year Est. Return
TPWA
Twin Peaks Wealth Advisors Burlingame, California $397M AUM 23.23% 1-Year Est. Return
STT
Singapore Technologies Telemedia Singapore $396M AUM 59.06% 1-Year Est. Return
VC
Vision Capital Toronto, Ontario, Canada $397M AUM 0.8% 1-Year Est. Return
CF
Cypress Funds Los Angeles, California $398M AUM 8.77% 1-Year Est. Return
IVLAV
Index Venture Life Associates VI St. Helier, Jersey $396M AUM 176.22% 1-Year Est. Return
MHC
May Hill Capital Cohasset, Massachusetts $398M AUM 23.9% 1-Year Est. Return

Platinum Investment Management's Q4 2017 Portfolio in Review

As of Q4 2017, Platinum Investment Management held 83 positions worth $3.77B, down 4.7% from $3.96B the previous quarter. Its ten largest holdings account for 61% of the portfolio.

Platinum Investment Management withdrew a net $295M in Q4 2017, closing 5 positions and reducing 16 holdings. Its most notable exit was Jones Lang LaSalle, an estimated $78.4M position sold in full.

By sector, the portfolio is most concentrated in Consumer Discretionary at 22% of assets, up from 21% a quarter earlier, followed by Energy and Communication Services.

Against the trend, Platinum Investment Management opened a new position in ZTO Express worth $69.3M.

  • Platinum Investment Management's largest Q4 2017 buy was ZTO Express: 4,373,741 shares worth $69.3M.
  • Platinum Investment Management added most to Ally Financial in Q4 2017, an estimated $56.2M increase.
  • Platinum Investment Management's biggest Q4 2017 reduction was 58.com Inc, cutting an estimated $174M.
  • Platinum Investment Management fully exited Jones Lang LaSalle in Q4 2017, selling an estimated $78.4M.
  • Platinum Investment Management's ten largest holdings make up 61% of its $3.77B portfolio in Q4 2017.
  • Platinum Investment Management opened 8 new positions and closed 5 in Q4 2017.
  • Platinum Investment Management's portfolio value fell 4.7% quarter-over-quarter to $3.77B.

Based on Platinum Investment Management's 13F filing for Q4 2017, filed 15 Feb 2018.