PC

PM Capital Portfolio holdings

AUM $426M
1-Year Est. Return 46.03%
This Quarter Est. Return
1 Year Est. Return
+46.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$537M
AUM Growth
+$25.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1 +$14.9M
2 +$7.18M
3 +$6.31M
4
KKR icon
KKR & Co
KKR
+$5.53M
5
APO icon
Apollo Global Management
APO
+$5.11M

Top Sells

1 +$3.27M
2 +$490K
3 +$8.08K

Sector Composition

1 Financials 53.8%
2 Communication Services 10.83%
3 Healthcare 8.67%
4 Real Estate 8.66%
5 Consumer Discretionary 6.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$1.42M 0.26%
114,575
27
$130K 0.02%
+4,169