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
151
$2.2M 0.07%
53,000
152
$2.15M 0.07%
7,611
-12,117
153
$2.11M 0.07%
32,000
154
$2.07M 0.07%
80,000
155
$2.02M 0.07%
18,000
+5,950
156
$1.99M 0.06%
46,917
-90,442
157
$1.96M 0.06%
43,374
-32,358
158
$1.87M 0.06%
15,305
+2,350
159
$1.85M 0.06%
35,900
160
$1.8M 0.06%
51,600
161
$1.8M 0.06%
7,840
+1,450
162
$1.73M 0.06%
410,754
163
$1.72M 0.06%
37,125
164
$1.69M 0.05%
10,990
+1,825
165
$1.68M 0.05%
16,000
-4,950
166
$1.61M 0.05%
9,725
+1,000
167
$1.6M 0.05%
18,000
168
$1.53M 0.05%
11,950
+1,125
169
$1.5M 0.05%
5,475
+3,025
170
$1.49M 0.05%
8,900
+1,900
171
$1.45M 0.05%
44,500
172
$1.44M 0.05%
32,000
173
$1.4M 0.04%
47,250
174
$1.39M 0.04%
123,107
175
$1.34M 0.04%
11,200
5 6
7
8 9