PFM

Premier Fund Managers Portfolio holdings

AUM $2.43B
1-Year Est. Return 7.21%
This Quarter Est. Return
1 Year Est. Return
+7.21%
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
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219
-430,000