PHAM
Portland Hill Asset Management Portfolio holdings
AUM
$40.9M
This Quarter Return
+0.46%
1 Year Return
+39.25%
3 Year Return
+30.23%
5 Year Return
+150.49%
10 Year Return
–
AUM
$132M
AUM Growth
+$132M
(-13%)
Cap. Flow
-$15M
Cap. Flow
% of AUM
-11.38%
Top 10 Holdings %
Top 10 Hldgs %
85.59%
Holding
41
New
–
Increased
1
Reduced
19
Closed
–
Top Buys
| 1 |
Intuitive Surgical
ISRG
|
$71.3K |
Top Sells
| 1 |
Apple
AAPL
|
$2.81M |
| 2 |
Meta Platforms (Facebook)
META
|
$2.04M |
| 3 |
Alphabet (Google) Class A
GOOGL
|
$2.01M |
| 4 |
PayPal
PYPL
|
$1.42M |
| 5 |
Alibaba
BABA
|
$1.37M |
Sector Composition
| 1 | Consumer Discretionary | 40.34% |
| 2 | Communication Services | 30.92% |
| 3 | Financials | 11.59% |
| 4 | Technology | 9.14% |
| 5 | Healthcare | 4.18% |
