PAG

Private Advisory Group Portfolio holdings

AUM $1.07B
1-Year Est. Return 26.76%
This Quarter Est. Return
1 Year Est. Return
+26.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$511M
AUM Growth
+$22.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
213
New
Increased
Reduced
Closed

Top Buys

1
+$9.43M
2
+$6.71M
3
+$6.58M
4
GS icon
Goldman Sachs
GS
+$6.45M
5
T icon
AT&T
T
+$6.17M

Top Sells

1
+$6.73M
2
+$6.73M
3
+$6.68M
4
MRK icon
Merck
MRK
+$6.39M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$5.4M

Sector Composition

1 Technology 17.65%
2 Consumer Discretionary 12.01%
3 Communication Services 10.01%
4 Consumer Staples 7.08%
5 Financials 6.95%
Name Market Value Portfolio Weight Shares or Principal Change
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