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
$1.5B
AUM Growth
-$222M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$68.8M
2
+$68.6M
3
+$63.4M
4
JNJ icon
Johnson & Johnson
JNJ
+$62M
5
IQV icon
IQVIA
IQV
+$58.8M

Top Sells

1
+$139M
2
+$88M
3
+$83.2M
4
AVGO icon
Broadcom
AVGO
+$52.5M
5
CCJ icon
Cameco
CCJ
+$52M

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
1
$109M 7.23%
617,233
-123,846
2
$93.7M 6.23%
2,778,489
-1,558,307
3
$78M 5.19%
283,133
-241,956
4
$77.7M 5.17%
+2,624,304
5
$74.4M 4.95%
1,002,144
-974,153
6
$71.4M 4.75%
733,193
-411,137
7
$69.9M 4.65%
180,691
+177,922
8
$69.3M 4.61%
875,820
-159,400
9
$69.1M 4.59%
560,437
-376,377
10
$67.8M 4.51%
365,440
-52,927
11
$67.1M 4.47%
439,508
+403,566
12
$64.4M 4.28%
+434,284
13
$63.7M 4.24%
347,080
-116,051
14
$62.8M 4.18%
713,760
-997,619
15
$61.6M 4.1%
+390,795
16
$48.4M 3.22%
1,149,538
-1,102,711
17
$44.9M 2.99%
2,529,610
-7,702,462
18
$33.3M 2.22%
187,953
-174,660
19
$30.9M 2.06%
526,979
-150,303
20
$16.6M 1.11%
1,393,053
-456,336
21
$13.5M 0.9%
6,677,746
-1,448,227
22
$11.4M 0.76%
40,000
+2,000
23
$11.3M 0.75%
15,272
+726
24
$10.8M 0.72%
49,232
-5,538
25
$9.63M 0.64%
103,265
+7,342
1
2 3 4 5