PCM

Pointe Capital Management Portfolio holdings

AUM $202M
1-Year Est. Return 18.13%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$164M
AUM Growth
-$58.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1 +$840K
2 +$789K
3 +$658K
4
EPD icon
Enterprise Products Partners
EPD
+$510K
5
ALLY icon
Ally Financial
ALLY
+$459K

Top Sells

1 +$2.27M
2 +$1.61M
3 +$1.51M
4
ET icon
Energy Transfer Partners
ET
+$1.44M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$923K

Sector Composition

1 Energy 37.71%
2 Financials 10.84%
3 Healthcare 3.8%
4 Technology 3.49%
5 Real Estate 2.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-12,413
177
-5,151