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
$665M
AUM Growth
+$43.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1 +$5.54M
2 +$4.79M
3 +$2.79M
4
HHH icon
Howard Hughes
HHH
+$1.95M
5
KKR icon
KKR & Co
KKR
+$1.94M

Top Sells

1 +$9.82M
2 +$9.01M
3 +$4.96M
4
ORCL icon
Oracle
ORCL
+$4.41M
5
YUM icon
Yum! Brands
YUM
+$2.14M

Sector Composition

1 Financials 58.63%
2 Real Estate 10.58%
3 Healthcare 9.49%
4 Communication Services 9.29%
5 Consumer Discretionary 7.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$1.21M 0.18%
87,256
27
$1.15M 0.17%
+37,063
28
-32,828