PCM

Poehling Capital Management Portfolio holdings

AUM $428M
1-Year Est. Return 18.28%
This Quarter Est. Return
1 Year Est. Return
+18.28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$266M
AUM Growth
-$57.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1 +$7.29M
2 +$7M
3 +$5.88M
4
CLR
CONTINENTAL RESOURCES INC.
CLR
+$1.47M
5
BEN icon
Franklin Resources
BEN
+$1.25M

Top Sells

1 +$4.05M
2 +$3.49M
3 +$3.26M
4
ENB icon
Enbridge
ENB
+$2.56M
5
BATRA icon
Atlanta Braves Holdings Series A
BATRA
+$2.46M

Sector Composition

1 Financials 32.11%
2 Healthcare 20.36%
3 Communication Services 9.13%
4 Technology 7.66%
5 Energy 6.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$3.63M 1.37%
14,923
-921
27
$3.47M 1.31%
131,483
-187
28
$2.89M 1.09%
56,441
-108
29
$2.82M 1.06%
75,273
-460
30
$2.74M 1.03%
59,604
-1,650
31
$2.63M 0.99%
113,003
+53,734
32
$2.58M 0.97%
49,141
+1,002
33
$2.49M 0.94%
139,098
-1,413
34
$2.4M 0.9%
21,305
-243
35
$2.22M 0.84%
87,719
+4,748
36
$2.18M 0.82%
14,415
-1,295
37
$2.17M 0.82%
23,846
-573
38
$2.11M 0.79%
42,085
+19,795
39
$2.04M 0.77%
109,405
+3,536
40
$2.03M 0.77%
17,440
+34
41
$1.99M 0.75%
47,600
-817
42
$1.93M 0.73%
11,572
-89
43
$1.9M 0.71%
6,382
+36
44
$1.88M 0.71%
60,327
45
$1.83M 0.69%
58,923
-1,250
46
$1.65M 0.62%
63,920
+2,148
47
$1.6M 0.6%
26,992
-15,768
48
$1.52M 0.57%
23,055
-1,098
49
$1.5M 0.57%
36,009
+4,026
50
$1.47M 0.55%
+22,448