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
$745M
AUM Growth
+$56.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1 +$19.9M
2 +$6.72M
3 +$5.56M
4
NFG icon
National Fuel Gas
NFG
+$4.03M
5
CVX icon
Chevron
CVX
+$1.64M

Top Sells

1 +$14.1M
2 +$10.3M
3 +$5.71M
4
WFC icon
Wells Fargo
WFC
+$5.46M
5
COR icon
Cencora
COR
+$2.94M

Sector Composition

1 Financials 23.08%
2 Healthcare 16.42%
3 Technology 13.43%
4 Energy 10.23%
5 Consumer Staples 9.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$250K 0.03%
4,825
52
$204K 0.03%
+5,380
53
$164K 0.02%
15,425