PFM

Premier Fund Managers Portfolio holdings

AUM $2.74B
1-Year Est. Return 16.23%
This Quarter Est. Return
1 Year Est. Return
+16.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.11B
AUM Growth
+$24.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
219
New
Increased
Reduced
Closed

Top Buys

1
+$10.8M
2
+$9.15M
3
+$7.6M
4
UHS icon
Universal Health Services
UHS
+$6.19M
5
NEE icon
NextEra Energy
NEE
+$6.09M

Top Sells

1
+$30.6M
2
+$18.7M
3
+$17M
4
RACE icon
Ferrari
RACE
+$16.4M
5
META icon
Meta Platforms (Facebook)
META
+$14.7M

Sector Composition

1 Financials 17.11%
2 Healthcare 15.69%
3 Industrials 15.33%
4 Consumer Discretionary 12.51%
5 Technology 12.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$11.3M 0.36%
77,400
-19,200
77
$11.3M 0.36%
26,475
+237
78
$11M 0.35%
1,086,120
79
$10.8M 0.35%
83,252
-16,448
80
$10.8M 0.35%
162,443
+30,787
81
$10.7M 0.34%
175,693
-1,800
82
$10.5M 0.34%
145,000
+8,900
83
$9.96M 0.32%
114,400
+66,400
84
$9.93M 0.32%
227,600
+137,600
85
$9.93M 0.32%
427,900
+246,900
86
$9.31M 0.3%
227,980
+68,050
87
$9.13M 0.29%
103,644
+1,730
88
$8.96M 0.29%
69,680
89
$8.82M 0.28%
245,000
+5,000
90
$8.69M 0.28%
130,620
+1,640
91
$8.57M 0.28%
300,724
92
$8.41M 0.27%
316,255
+94,517
93
$8.29M 0.27%
35,148
94
$8.13M 0.26%
22,124
95
$8.1M 0.26%
233,983
+60,333
96
$7.99M 0.26%
84,725
-1,156
97
$7.8M 0.25%
56,228
98
$7.77M 0.25%
26,679
+1,046
99
$7.76M 0.25%
447,267
+114,850
100
$7.35M 0.24%
48,543
2 3
4
5 6