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Price Capital Management Portfolio holdings

AUM $7.05M
1-Year Est. Return 47.39%
This Fund
S&P 500
This Quarter Est. Return
+30.95%
1 Year Est. Return
+47.39%
3 Year Est. Return
+124.26%
5 Year Est. Return
10 Year Est. Return
AUM
$113M
AUM Growth
Cap. Flow
+$102M
Cap. Flow %
89.55%
Top 10 Hldgs %
32.61%
Holding
64
New
64
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Healthcare 23.77%
2 Technology 14.12%
3 Consumer Discretionary 12.55%
4 Industrials 11.83%
5 Financials 1.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
XLP icon
1
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.9B
$12.3M 10.88%
+254,560
New +$12M
BNDX icon
2
Vanguard Total International Bond ETF
BNDX
$82.3B
$7.43M 6.55%
+140,000
New +$7.36M
AXON
3
Axon Enterprise
AXON
$49.1B
$2.35M 2.07%
+88,810
New +$1.75M
IMPV
4
DELISTED
Imperva, Inc.
IMPV
$2.18M 1.92%
+44,044
New +$1.76M
RFMD
5
DELISTED
RF MICRO DEVICES INC
RFMD
$2.17M 1.91%
+130,550
New +$1.74M
TDAY
6
USA Today Co
TDAY
$1.27B
$2.15M 1.89%
+90,784
New +$1.79M
CBRL icon
7
Cracker Barrel
CBRL
$1.31B
$2.12M 1.87%
+15,062
New +$1.81M
LOCK
8
DELISTED
LifeLock, Inc.
LOCK
$2.12M 1.86%
+114,286
New +$1.88M
AAWW
9
DELISTED
Atlas Air Worldwide Holdings, Inc.
AAWW
$2.11M 1.86%
+42,836
New +$1.74M
JBLU icon
10
JetBlue
JBLU
$2.4B
$2.04M 1.8%
+128,948
New +$1.67M
AEC
11
DELISTED
ASSOCIATED ESTATES REALTY CORP
AEC
$2.04M 1.8%
+88,066
New +$1.82M
ADEA icon
12
Adeia
ADEA
$3.3B
$2.03M 1.79%
+214,470
New +$1.77M
VAC icon
13
Marriott Vacations Worldwide
VAC
$3.49B
$2.03M 1.79%
+27,202
New +$1.89M
HA
14
DELISTED
Hawaiian Holdings, Inc.
HA
$1.99M 1.76%
+76,530
New +$1.44M
DFT
15
DELISTED
DuPont Fabros Technology Inc.
DFT
$1.96M 1.73%
+59,068
New +$1.83M
AVNR
16
DELISTED
AVANIR PHARMACEUTICALS, INC CL A
AVNR
$1.76M 1.55%
+103,736
New +$1.46M
PFPT
17
DELISTED
Proofpoint, Inc.
PFPT
$1.71M 1.5%
+35,369
New +$1.51M
CMPR icon
18
Cimpress
CMPR
$2.44B
$1.68M 1.48%
+22,445
New +$1.46M
WAGE
19
DELISTED
WageWorks, Inc.
WAGE
$1.65M 1.45%
+25,528
New +$1.42M
JACK icon
20
Jack in the Box
JACK
$351M
$1.63M 1.44%
+20,399
New +$1.49M
AFSI
21
DELISTED
AmTrust Financial Services, Inc.
AFSI
$1.63M 1.43%
+57,770
New +$1.45M
TQNT
22
DELISTED
TRIQUINT SEMICONDUCTOR INC
TQNT
$1.62M 1.42%
+58,639
New +$1.3M
BURL icon
23
Burlington
BURL
$23.2B
$1.61M 1.42%
+34,075
New +$1.45M
XPO icon
24
XPO
XPO
$23.4B
$1.59M 1.4%
+112,562
New +$1.49M
ABMD
25
DELISTED
Abiomed Inc
ABMD
$1.56M 1.38%
+41,084
New +$1.3M

Similar funds

Price Capital Management's Q4 2014 Portfolio in Review

Q4 2014 is the first quarter with a 13F filing on record for Price Capital Management, which disclosed 64 positions worth $113M. Its ten largest holdings account for 33% of the portfolio.

Its largest position is State Street Consumer Staples Select Sector SPDR ETF: 254,560 shares worth $12.3M.

By sector, the portfolio is most concentrated in Healthcare at 24% of assets, followed by Technology and Consumer Discretionary.

  • Price Capital Management's largest Q4 2014 buy was State Street Consumer Staples Select Sector SPDR ETF: 254,560 shares worth $12.3M.
  • Price Capital Management's ten largest holdings make up 33% of its $113M portfolio in Q4 2014.
  • Price Capital Management disclosed 64 positions in Q4 2014, its first 13F filing on record.

Based on Price Capital Management's 13F filing for Q4 2014, filed 12 Feb 2015.