PIM

Platinum Investment Management Portfolio holdings

AUM $1.5B
1-Year Est. Return 16.62%
This Quarter Est. Return
1 Year Est. Return
+16.62%
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
+$96.3M
2
+$23.4M
3
+$21M
4
META icon
Meta Platforms (Facebook)
META
+$17.4M
5
DASH icon
DoorDash
DASH
+$16M

Top Sells

1
+$62.8M
2
+$37.7M
3
+$24.4M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$9.51M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$8.52M

Sector Composition

1 Technology 23.28%
2 Consumer Discretionary 19.95%
3 Materials 15.26%
4 Industrials 15.12%
5 Healthcare 10.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$373M 11.44%
14,905,595
2
$306M 9.38%
4,066,939
+111,298
3
$266M 8.16%
11,499,707
+233,036
4
$217M 6.65%
3,255,860
-566,944
5
$211M 6.47%
2,706,662
-806,688
6
$175M 5.38%
7,137,871
7
$114M 3.49%
1,044,483
-29,244
8
$111M 3.39%
47,084
+8,934
9
$96.3M 2.96%
+2,957,922
10
$90.1M 2.77%
681,904
-58,866
11
$79.4M 2.44%
1,392,038
-116,857
12
$76M 2.33%
1,254,226
-98,104
13
$64.8M 1.99%
1,089,569
-30,763
14
$63.5M 1.95%
1,181,790
-157,720
15
$62.9M 1.93%
1,264,246
-20,112
16
$61.3M 1.88%
275,757
+78,343
17
$56.6M 1.74%
405,500
-68,080
18
$50.1M 1.54%
1,519,462
19
$44.9M 1.38%
337,061
20
$43.5M 1.34%
1,849,717
21
$42.9M 1.32%
2,736,734
+19,541
22
$35.5M 1.09%
149,727
-33,257
23
$30.2M 0.93%
522,239
24
$28.8M 0.89%
623,542
+5,000
25
$28.1M 0.86%
645,162
1
2 3 4 5