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
$469M
AUM Growth
-$115M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1 +$18.1M
2 +$8.67M
3 +$6.18M
4
APO icon
Apollo Global Management
APO
+$4.33M
5
BX icon
Blackstone
BX
+$2.01M

Top Sells

1 +$26.4M
2 +$26.2M
3 +$16M
4
LEN.B icon
Lennar Class B
LEN.B
+$238

Sector Composition

1 Financials 63.35%
2 Consumer Discretionary 17.04%
3 Communication Services 8.14%
4 Real Estate 5.65%
5 Technology 3.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-631,277