PCM

Pointe Capital Management Portfolio holdings

AUM $193M
1-Year Est. Return 18.18%
This Quarter Est. Return
1 Year Est. Return
+18.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$139M
AUM Growth
+$8.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1 +$2.79M
2 +$2.44M
3 +$1.08M
4
WMB icon
Williams Companies
WMB
+$1.02M
5
BWP
Boardwalk Pipeline Partners
BWP
+$934K

Top Sells

1 +$3.04M
2 +$1.21M
3 +$526K
4
ZION icon
Zions Bancorporation
ZION
+$514K
5
T icon
AT&T
T
+$485K

Sector Composition

1 Energy 25.68%
2 Financials 13.74%
3 Healthcare 4.42%
4 Technology 3.77%
5 Industrials 3.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-83,165