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
$156M
AUM Growth
+$8.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Sells

1 +$849K
2 +$753K
3 +$502K
4
EWZ icon
iShares MSCI Brazil ETF
EWZ
+$386K
5
TEVA icon
Teva Pharmaceuticals
TEVA
+$373K

Sector Composition

1 Healthcare 18.56%
2 Energy 14.48%
3 Technology 13.5%
4 Consumer Staples 8.68%
5 Communication Services 6.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-8,062
102
-10,435