PIM
Platinum Investment Management Portfolio holdings
AUM $1.73B
This Quarter Return
-4.65%
1 Year Return
+5.52%
3 Year Return
+59.12%
5 Year Return
+215.72%
10 Year Return
+403.72%
AUM
$1.73B
AUM Growth
+$23.4M (+1%)
Cap. Flow
+$120M
Cap. Flow % of AUM
6.96%
Top 10 Holdings %Top 10 Hldgs %
64.87%
Holding
130
New
15
Increased
46
Reduced
33
Closed
15
Top Buys
| 1 | $132M | |
| 2 | $92.9M | |
| 3 | $87.7M | |
| 4 | $82M | |
| 5 | $56.5M |
Top Sells
| 1 | $68.8M | |
| 2 | $67M | |
| 3 | $64.6M | |
| 4 | $46.7M | |
| 5 | $44M |
Sector Composition
| 1 | Financials | 22.28% |
| 2 | Technology | 16.49% |
| 3 | Energy | 15.11% |
| 4 | Healthcare | 14.95% |
| 5 | Industrials | 11.76% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| – | – | -260,181 | Closed | -$2.77M | |||
| – | – | -1,418 | Closed | -$43.2K | |||
| – | – | -402,043 | Closed | -$20M | |||
| – | – | -259,769 | Closed | -$23M | |||
| – | – | -3,745 | Closed | -$440K |
