PHIMC

Private Harbour Investment Management & Counsel Portfolio holdings

AUM $96.6M
1-Year Est. Return 24.75%
This Quarter Est. Return
1 Year Est. Return
+24.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$111M
AUM Growth
+$3.72M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Sells

1 +$869K
2 +$619K
3 +$230K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$214K
5
IBM icon
IBM
IBM
+$206K

Sector Composition

1 Healthcare 20.44%
2 Technology 14.09%
3 Communication Services 11.47%
4 Industrials 6.43%
5 Consumer Staples 6.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$135K 0.12%
10,997
-700
77
$65K 0.06%
11,700
78
-1,544
79
-6,866