PM

Ponoi Management Portfolio holdings

AUM $73.2M
1-Year Est. Return 23.44%
This Quarter Est. Return
1 Year Est. Return
-23.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$170M
AUM Growth
-$4.77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 100%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$44M 25.87%
1,880,623
2
$37.8M 22.21%
1,298,908
3
$35.5M 20.88%
199,927
4
$31.4M 18.49%
685,011
5
$21.3M 12.55%
686,274