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
$554M
AUM Growth
-$2.49M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1 +$12.4M
2 +$7.55M
3 +$4.09M
4
KW icon
Kennedy-Wilson Holdings
KW
+$2.53M
5
TOL icon
Toll Brothers
TOL
+$1.84M

Top Sells

1 +$11.1M
2 +$7.62M
3 +$5.35M
4
APO icon
Apollo Global Management
APO
+$3.04M
5
HHH icon
Howard Hughes
HHH
+$2.97M

Sector Composition

1 Financials 65.52%
2 Consumer Discretionary 11.56%
3 Real Estate 11.15%
4 Healthcare 5.46%
5 Communication Services 5.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-27,355
27
-196,600