PIM

Platinum Investment Management Portfolio holdings

AUM $397M
1-Year Est. Return 68%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.26B
AUM Growth
-$335M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$87.8M
2
+$29.6M
3
+$20.9M
4
META icon
Meta Platforms (Facebook)
META
+$19.6M
5
DASH icon
DoorDash
DASH
+$14.8M

Top Sells

1
+$68.8M
2
+$28.4M
3
+$24.4M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$9.26M
5
LRCX icon
Lam Research
LRCX
+$9.18M

Sector Composition

1 Technology 23.28%
2 Consumer Discretionary 19.95%
3 Materials 15.26%
4 Industrials 15.12%
5 Healthcare 10.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$84K ﹤0.01%
580
-77
127
$83K ﹤0.01%
+5,599
128
$82K ﹤0.01%
327
-35
129
$70K ﹤0.01%
2,294
+246
130
$57K ﹤0.01%
9,871
+3,585
131
$54K ﹤0.01%
10,753
+2,922
132
$41K ﹤0.01%
1,290
-432
133
$41K ﹤0.01%
+523
134
$40K ﹤0.01%
1,016
-11
135
$3K ﹤0.01%
241
136
– –
-326
137
– –
-7,492
138
– –
-2,043
139
– –
-87,329
140
– –
-1,311
141
– –
-94,276
142
– –
-19,230
143
– –
-766,901
144
– –
-159
145
– –
-398,541
146
– –
-133,517
147
– –
-320,273
148
– –
-14,338
149
– –
-319,228
150
– –
-8,378
3 4 5
6
7