PFC

Poplar Forest Capital Portfolio holdings

AUM $563M
1-Year Est. Return 8.43%
This Quarter Est. Return
1 Year Est. Return
+8.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$784M
AUM Growth
-$86.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$7.94M
2
+$5.66M
3
+$3.4M
4
FDX icon
FedEx
FDX
+$2.78M
5
IBM icon
IBM
IBM
+$2.71M

Top Sells

1
+$28.6M
2
+$9.04M
3
+$4.86M
4
DXC icon
DXC Technology
DXC
+$2.12M
5
MLKN icon
MillerKnoll
MLKN
+$1.07M

Sector Composition

1 Financials 23.29%
2 Healthcare 22.23%
3 Energy 12.68%
4 Consumer Staples 12.51%
5 Consumer Discretionary 9.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$114K 0.01%
+10,300
52
– –
-4,658
53
– –
-193,306
54
– –
-848,325
1 2
3