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
$2.17B
$260K 0.02%
+25,072
UHS icon
102
Universal Health Services
UHS
$14.2B
$253K 0.02%
1,397
-211
JAZZ icon
103
Jazz Pharmaceuticals
JAZZ
$8.61B
$250K 0.02%
2,355
+287
TSN icon
104
Tyson Foods
TSN
$19.2B
$243K 0.02%
4,337
GIS icon
105
General Mills
GIS
$25.2B
$235K 0.02%
4,535
ISRG icon
106
Intuitive Surgical
ISRG
$200B
$211K 0.01%
+389
MOMO
107
Hello Group
MOMO
$1.1B
$156K 0.01%
18,490
WBD icon
108
Warner Bros
WBD
$54.9B
$151K 0.01%
13,185
CORT icon
109
Corcept Therapeutics
CORT
$7.97B
$145K 0.01%
1,970
-628
GL icon
110
Globe Life
GL
$10.6B
$141K 0.01%
1,134
HLF icon
111
Herbalife
HLF
$974M
$140K 0.01%
16,214
JXN icon
112
Jackson Financial
JXN
$6.4B
$139K 0.01%
1,564
-53
EC icon
113
Ecopetrol
EC
$20.6B
$130K 0.01%
14,711
SOLV icon
114
Solventum
SOLV
$13B
$16.5K ﹤0.01%
217
KD icon
115
Kyndryl
KD
$5.85B
$8.6K ﹤0.01%
205
ACIU icon
116
AC Immune
ACIU
$325M
– –
-739,342
ADSK icon
117
Autodesk
ADSK
$63.3B
– –
-4,336
AMAT icon
118
Applied Materials
AMAT
$178B
– –
-8,620
BWA icon
119
BorgWarner
BWA
$9.71B
– –
-9,092
DG icon
120
Dollar General
DG
$22.9B
– –
-3,476
DUOL icon
121
Duolingo
DUOL
$8.62B
– –
-1,007
HCA icon
122
HCA Healthcare
HCA
$108B
– –
-846
IMTX icon
123
Immatics
IMTX
$1.21B
– –
-311,722
KURA icon
124
Kura Oncology
KURA
$929M
– –
-76,533
LU icon
125
Lufax Holding
LU
$2.37B
– –
-45,211
2 3 4
5
6