PFC
Poplar Forest Capital Portfolio holdings
AUM
$563M
1-Year Return
8.43%
This Quarter Return
+4.06%
1 Year Return
+8.43%
3 Year Return
+29.99%
5 Year Return
+205.2%
10 Year Return
+230.46%
AUM
$1.15B
AUM Growth
+$20.6M
(+1.8%)
Cap. Flow
-$1.25M
Cap. Flow
% of AUM
-0.11%
Top 10 Holdings %
Top 10 Hldgs %
41.44%
Holding
78
New
6
Increased
21
Reduced
38
Closed
6
Top Buys
| 1 |
IBM
IBM
|
$27.3M |
| 2 |
Tapestry
TPR
|
$17.4M |
| 3 |
Devon Energy
DVN
|
$15.3M |
| 4 |
Chevron
CVX
|
$14.2M |
| 5 |
Zimmer Biomet
ZBH
|
$11.9M |
Top Sells
| 1 |
Mattel
MAT
|
$26.7M |
| 2 |
WPX
WPX Energy, Inc.
WPX
|
$14.4M |
| 3 |
HP
HPQ
|
$13.3M |
| 4 |
Omnicom Group
OMC
|
$12.6M |
| 5 |
Eli Lilly
LLY
|
$12.5M |
Sector Composition
| 1 | Financials | 28.69% |
| 2 | Technology | 16.31% |
| 3 | Energy | 14.25% |
| 4 | Industrials | 12.36% |
| 5 | Healthcare | 10.34% |