PIM

Platinum Investment Management Portfolio holdings

AUM $433M
1-Year Est. Return 52.68%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+52.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.56B
AUM Growth
-$317M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$66.6M
2
+$33.9M
3
+$25.9M
4
VAL icon
Valaris
VAL
+$15.4M
5
CSL icon
Carlisle Companies
CSL
+$10.5M

Top Sells

1
+$63.2M
2
+$53.6M
3
+$46.6M
4
RH icon
RH
RH
+$34.8M
5
ZTO icon
ZTO Express
ZTO
+$34.6M

Sector Composition

1 Consumer Discretionary 18.32%
2 Technology 17.4%
3 Industrials 16.93%
4 Energy 15.13%
5 Financials 11.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-33,333
152
– –
-91,933
153
– –
-20,512
154
– –
-366,230
155
– –
-181,689
156
– –
-1,586,039
157
– –
-199,091
158
– –
-14,661
159
– –
-134,783
3 4 5 6
7