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
$1.5B
AUM Growth
-$222M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$77.7M
2
+$68.8M
3
+$64.4M
4
JNJ icon
Johnson & Johnson
JNJ
+$61.6M
5
IQV icon
IQVIA
IQV
+$61.6M

Top Sells

1
+$137M
2
+$88M
3
+$87.8M
4
CCJ icon
Cameco
CCJ
+$72.3M
5
AVGO icon
Broadcom
AVGO
+$66.7M

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
GT icon
101
Goodyear
GT
$2.62B
$260K 0.02%
+25,072
UHS icon
102
Universal Health Services
UHS
$12.9B
$253K 0.02%
1,397
-211
JAZZ icon
103
Jazz Pharmaceuticals
JAZZ
$9.95B
$250K 0.02%
2,355
+287
TSN icon
104
Tyson Foods
TSN
$21B
$243K 0.02%
4,337
GIS icon
105
General Mills
GIS
$23.2B
$235K 0.02%
4,535
ISRG icon
106
Intuitive Surgical
ISRG
$203B
$211K 0.01%
+389
MOMO
107
Hello Group
MOMO
$1.11B
$156K 0.01%
18,490
WBD icon
108
Warner Bros
WBD
$70.4B
$151K 0.01%
13,185
CORT icon
109
Corcept Therapeutics
CORT
$3.93B
$145K 0.01%
1,970
-628
GL icon
110
Globe Life
GL
$11.4B
$141K 0.01%
1,134
HLF icon
111
Herbalife
HLF
$1.58B
$140K 0.01%
16,214
JXN icon
112
Jackson Financial
JXN
$7.84B
$139K 0.01%
1,564
-53
EC icon
113
Ecopetrol
EC
$22.9B
$130K 0.01%
14,711
SOLV icon
114
Solventum
SOLV
$14.9B
$16.5K ﹤0.01%
217
KD icon
115
Kyndryl
KD
$6.25B
$8.6K ﹤0.01%
205
PTC icon
116
PTC
PTC
$20.4B
– –
-9,808
RXRX icon
117
Recursion Pharmaceuticals
RXRX
$2.5B
– –
-395,954
SLB icon
118
SLB Ltd
SLB
$67.5B
– –
-2,105,343
SWTX
119
DELISTED
SpringWorks Therapeutics
SWTX
– –
-46,671
TRMD icon
120
TORM
TRMD
$2.28B
– –
-80,000
FLG
121
Flagstar Bank National Association
FLG
$5.31B
– –
-26,302
ACIU icon
122
AC Immune
ACIU
$354M
– –
-739,342
ADSK icon
123
Autodesk
ADSK
$58.9B
– –
-4,336
AMAT icon
124
Applied Materials
AMAT
$244B
– –
-8,620
BWA icon
125
BorgWarner
BWA
$10.3B
– –
-9,092
2 3 4
5
6