PIM

Profit Investment Management Portfolio holdings

AUM $79.5M
1-Year Est. Return 19.18%
This Quarter Est. Return
1 Year Est. Return
+19.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.2B
AUM Growth
+$2.19B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$33.9M
2
+$31.7M
3
+$31.1M
4
BEAV
B/E Aerospace Inc
BEAV
+$30.8M
5
CMCSA icon
Comcast
CMCSA
+$30.3M

Top Sells

1
+$35.1M
2
+$28.5M
3
+$27.5M
4
FDX icon
FedEx
FDX
+$21M
5
TDC icon
Teradata
TDC
+$18M

Sector Composition

1 Technology 21.61%
2 Industrials 16.37%
3 Financials 14.35%
4 Healthcare 14.2%
5 Consumer Discretionary 8.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$37.5M 1.71%
710,045
-68,333
27
$37.5M 1.71%
546,095
-53,510
28
$37.2M 1.69%
1,433,785
+2,740
29
$36.6M 1.67%
581,006
+488,025
30
$35.8M 1.63%
750,892
-22,610
31
$35M 1.59%
656,253
-60,785
32
$34.2M 1.56%
476,730
-34,978
33
$33.9M 1.54%
+1,697,920
34
$32.9M 1.5%
724,363
-84,234
35
$32.6M 1.48%
560,257
-31,868
36
$31.8M 1.45%
731,837
-57,730
37
$31.7M 1.44%
+2,493,347
38
$31.1M 1.41%
+632,190
39
$30.3M 1.38%
+1,166,070
40
$28.7M 1.31%
+924,385
41
$27.3M 1.24%
1,217,540
+473,955
42
$24.7M 1.12%
400,100
-90,967
43
$23.9M 1.09%
771,636
-57,520
44
$23.5M 1.07%
996,603
-135,765
45
$23.5M 1.07%
205,791
-12,430
46
$20.8M 0.95%
294,405
-17,710
47
$13.5M 0.61%
364,720
48
$10.1M 0.46%
161,230
49
$9.33M 0.42%
102,455
50
$8.03M 0.37%
151,926
+17,950
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