PIM

Platinum Investment Management Portfolio holdings

AUM $1.55B
1-Year Est. Return 23.18%
This Quarter Est. Return
1 Year Est. Return
+23.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.55B
AUM Growth
+$43.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$41.9M
2
+$28.7M
3
+$7.72M
4
BIRK icon
Birkenstock
BIRK
+$6.33M
5
HD icon
Home Depot
HD
+$5.67M

Top Sells

1
+$57.4M
2
+$54.6M
3
+$31.7M
4
CCJ icon
Cameco
CCJ
+$27.5M
5
AVGO icon
Broadcom
AVGO
+$23.1M

Sector Composition

1 Healthcare 25.7%
2 Technology 21.62%
3 Financials 15.37%
4 Communication Services 12.42%
5 Consumer Discretionary 11.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
JAZZ icon
101
Jazz Pharmaceuticals
JAZZ
$10.1B
$290K 0.02%
2,197
-158
UNH icon
102
UnitedHealth
UNH
$294B
$288K 0.02%
834
-83
CI icon
103
Cigna
CI
$73.2B
$287K 0.02%
996
+186
TSN icon
104
Tyson Foods
TSN
$20.2B
$279K 0.02%
5,138
+801
GIS icon
105
General Mills
GIS
$24.5B
$277K 0.02%
5,493
+958
FUTU icon
106
Futu Holdings
FUTU
$23.6B
$275K 0.02%
1,582
-1,042
TKR icon
107
Timken Company
TKR
$5.56B
$272K 0.02%
3,617
NE icon
108
Noble Corp
NE
$4.94B
$270K 0.02%
9,547
-1,331
OMF icon
109
OneMain Financial
OMF
$7.42B
$268K 0.02%
4,747
-357
WHR icon
110
Whirlpool
WHR
$4.47B
$258K 0.02%
3,288
-80
GT icon
111
Goodyear
GT
$2.5B
$254K 0.02%
33,914
+8,842
KSS icon
112
Kohl's
KSS
$2.77B
$251K 0.02%
16,332
-14,804
WBD icon
113
Warner Bros
WBD
$60.8B
$152K 0.01%
7,793
-5,392
GL icon
114
Globe Life
GL
$10.4B
$148K 0.01%
1,037
-97
MOMO
115
Hello Group
MOMO
$1.12B
$146K 0.01%
19,661
+1,171
CORT icon
116
Corcept Therapeutics
CORT
$8.5B
$145K 0.01%
1,750
-220
JXN icon
117
Jackson Financial
JXN
$6.63B
$142K 0.01%
1,398
-166
HLF icon
118
Herbalife
HLF
$1.29B
$137K 0.01%
16,214
EC icon
119
Ecopetrol
EC
$20.4B
$135K 0.01%
14,711
KD icon
120
Kyndryl
KD
$5.86B
$6.16K ﹤0.01%
205
ADI icon
121
Analog Devices
ADI
$134B
– –
-3,600
ANSS
122
DELISTED
Ansys
ANSS
– –
-1,182
MCHP icon
123
Microchip Technology
MCHP
$30.6B
– –
-9,296
RH icon
124
RH
RH
$2.94B
– –
-1,481
SNPS icon
125
Synopsys
SNPS
$83.5B
– –
-3,366
2 3 4
5
6