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
$596M
AUM Growth
+$976K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1 +$21.5M
2 +$67.6K

Top Sells

1 +$3.98M
2 +$3.68M
3 +$2.92M
4
ORCL icon
Oracle
ORCL
+$2.13M

Sector Composition

1 Financials 53.07%
2 Real Estate 11.45%
3 Communication Services 10.6%
4 Healthcare 10.02%
5 Consumer Discretionary 7.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$1.35M 0.23%
67,000
27
$944K 0.16%
87,256
+6,246
28
-72,000