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
$113M
AUM Growth
-$67.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1 +$63.6M
2 +$3.74M

Sector Composition

1 Healthcare 100%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$49.7M 44.09%
199,927
2
$27.3M 24.24%
1,298,908
3
$18.8M 16.73%
685,011
4
$16.8M 14.94%
561,573
-124,701
5
-1,880,623