PAM

Premier Asset Management Portfolio holdings

AUM $79.6M
1-Year Est. Return 10.77%
This Quarter Est. Return
1 Year Est. Return
-10.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$239M
AUM Growth
-$66.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1 +$6M
2 +$5.99M
3 +$4.99M
4
AMD icon
Advanced Micro Devices
AMD
+$4.94M
5
V icon
Visa
V
+$4.93M

Top Sells

1 +$11.2M
2 +$9.78M
3 +$8.59M
4
XYL icon
Xylem
XYL
+$8.44M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$6.63M

Sector Composition

1 Technology 30.09%
2 Healthcare 19.3%
3 Financials 15.62%
4 Communication Services 14.63%
5 Consumer Discretionary 11.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
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-21,740