PM
Platinum Management Portfolio holdings
AUM
$16.4M
1-Year Return
30.39%
This Quarter Return
-0.6%
1 Year Return
-30.39%
3 Year Return
+0.12%
5 Year Return
–
10 Year Return
–
AUM
$181M
AUM Growth
-$38.7M
(-18%)
Cap. Flow
-$36.6M
Cap. Flow
% of AUM
-20.22%
Top 10 Holdings %
Top 10 Hldgs %
49.61%
Holding
148
New
37
Increased
16
Reduced
14
Closed
20
Top Buys
| 1 |
Analog Devices
ADI
|
$7.62M |
| 2 |
WP
Worldpay, Inc.
WP
|
$6.41M |
| 3 |
Bread Financial
BFH
|
$5.42M |
| 4 |
TVPT
Travelport Worldwide Limited
TVPT
|
$5.28M |
| 5 |
Broadcom
AVGO
|
$4.39M |
Top Sells
| 1 |
Weyerhaeuser
WY
|
$36.9M |
| 2 |
Aptiv
APTV
|
$11M |
| 3 |
Western Digital
WDC
|
$7.48M |
| 4 |
Seagate
STX
|
$5.54M |
| 5 |
Amazon
AMZN
|
$4.16M |
Sector Composition
| 1 | Technology | 39.81% |
| 2 | Communication Services | 17.03% |
| 3 | Healthcare | 11.13% |
| 4 | Industrials | 7.46% |
| 5 | Consumer Discretionary | 6.04% |
