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
$1.55B
AUM Growth
+$43.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$44.4M
2
+$29.6M
3
+$7.76M
4
BIRK icon
Birkenstock
BIRK
+$6.85M
5
HD icon
Home Depot
HD
+$5.5M

Top Sells

1
+$51.9M
2
+$49.4M
3
+$31.7M
4
CCJ icon
Cameco
CCJ
+$25.4M
5
AVGO icon
Broadcom
AVGO
+$21.5M

Sector Composition

1 Healthcare 25.7%
2 Technology 21.62%
3 Financials 15.37%
4 Communication Services 12.42%
5 Consumer Discretionary 11.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$100M 6.49%
595,544
+248,464
2
$92.7M 5.99%
381,253
-235,980
3
$85.7M 5.54%
370,159
+4,719
4
$79.2M 5.12%
426,977
-12,531
5
$78.8M 5.09%
938,786
+62,966
6
$78.7M 5.09%
470,291
-90,146
7
$77M 4.98%
575,369
-157,824
8
$70.3M 4.54%
213,061
-70,072
9
$69.8M 4.51%
367,685
-23,110
10
$67.4M 4.36%
191,020
+10,329
11
$66M 4.27%
434,284
12
$59M 3.81%
1,442,578
-1,335,911
13
$58.7M 3.79%
1,704,054
-920,250
14
$56.6M 3.66%
674,490
-327,654
15
$51.5M 3.33%
614,562
-99,198
16
$47M 3.04%
964,723
-184,815
17
$43.1M 2.79%
2,245,725
-283,885
18
$35.7M 2.3%
474,116
-52,863
19
$31.4M 2.03%
129,103
-58,850
20
$28.7M 1.85%
+425,584
21
$15M 0.97%
1,290,285
-102,768
22
$13.8M 0.89%
6,677,746
23
$11.8M 0.76%
260,000
+140,000
24
$11.7M 0.76%
88,509
25
$9.31M 0.6%
42,393
-6,839
1
2 3 4 5