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
$2.08B
AUM Growth
-$129M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$43.2M
2
+$37.6M
3
+$33M
4
GILD icon
Gilead Sciences
GILD
+$27.2M
5
CMCSA icon
Comcast
CMCSA
+$16.1M

Top Sells

1
+$40.3M
2
+$36.4M
3
+$34.1M
4
MDT icon
Medtronic
MDT
+$28.8M
5
AMZN icon
Amazon
AMZN
+$28.1M

Sector Composition

1 Technology 24.54%
2 Financials 13.22%
3 Consumer Discretionary 12.79%
4 Healthcare 12.56%
5 Industrials 11.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.73M 0.27%
33,054
+6,826
52
$5.61M 0.27%
66,121
+1,200
53
$4.89M 0.23%
66,332
-36,270
54
$4.71M 0.23%
73,850
-87,380
55
$4.67M 0.22%
75,075
56
$4.66M 0.22%
62,614
57
$4.64M 0.22%
47,635
+370
58
$4.33M 0.21%
283,276
-2,377,489
59
$4.23M 0.2%
41,990
60
$4.21M 0.2%
73,064
+210
61
$4.05M 0.19%
58,157
62
$3.97M 0.19%
178,485
-188,340
63
$3.95M 0.19%
179,755
-158,119
64
$3.92M 0.19%
237,402
-151,308
65
$3.82M 0.18%
1,438
-1,292
66
$3.81M 0.18%
106,544
+2,280
67
$3.81M 0.18%
86,960
-31,825
68
$3.73M 0.18%
11,835
-150
69
$3.7M 0.18%
87,446
70
$3.64M 0.17%
73,047
+12,181
71
$3.43M 0.16%
59,236
+650
72
$3.31M 0.16%
69,166
-71,080
73
$3.31M 0.16%
132,060
74
$3.3M 0.16%
+31,575
75
$3.3M 0.16%
69,617
+1,530
1 2
3
4 5