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
$108M
AUM Growth
-$4.17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1 +$6.79M

Sector Composition

1 Healthcare 100%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$58.7M 54.16%
199,927
2
$23M 21.21%
1,298,908
3
$17.2M 15.9%
685,011
4
$9.47M 8.73%
327,122
-234,451