PM
Platinum Management Portfolio holdings
AUM
$16.4M
This Quarter Return
+3.8%
1 Year Return
-30.39%
3 Year Return
+0.12%
5 Year Return
–
10 Year Return
–
AUM
$205M
AUM Growth
+$205M
(+204%)
Cap. Flow
+$129M
Cap. Flow
% of AUM
63.15%
Top 10 Holdings %
Top 10 Hldgs %
45.77%
Holding
129
New
39
Increased
22
Reduced
2
Closed
21
Top Buys
| 1 |
WEX
WEX
|
$8.25M |
| 2 |
Aptiv
APTV
|
$7.96M |
| 3 |
Nice
NICE
|
$7.64M |
| 4 |
NAVB
Navidea Biopharmaceuticals Inc.
NAVB
|
$6.84M |
| 5 |
TSMC
TSM
|
$6.03M |
Top Sells
| 1 |
ECHO
Echo Global Logistics, Inc.
ECHO
|
$5.04M |
| 2 |
CPWR
COMPUWARE CORP
CPWR
|
$2.02M |
| 3 |
eBay
EBAY
|
$1.91M |
| 4 |
Yelp
YELP
|
$1.48M |
| 5 |
Bread Financial
BFH
|
$1.37M |
Sector Composition
| 1 | Technology | 44.6% |
| 2 | Industrials | 13.23% |
| 3 | Healthcare | 12.71% |
| 4 | Consumer Discretionary | 10.39% |
| 5 | Communication Services | 5.53% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
126
Amdocs
DOX
$9.41B
| – | – |
0
| – | – |
|
127
WisdomTree US Total Dividend Fund
DTD
$1.44B
| – | – |
0
| – | – |
|
128
Expedia Group
EXPE
$26.6B
| – | – |
0
| – | – |
|