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
$180M
AUM Growth
+$9.96M
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
$63.6M 35.32%
1,880,623
2
$50.8M 28.25%
199,927
3
$25.6M 14.23%
1,298,908
4
$21.7M 12.08%
685,011
5
$18.2M 10.12%
686,274