PIM
Profit Investment Management Portfolio holdings
AUM
$111M
1-Year Return
13.39%
This Quarter Return
+1.16%
1 Year Return
+13.39%
3 Year Return
+84.6%
5 Year Return
+182.01%
10 Year Return
+537%
AUM
$1.86B
AUM Growth
-$139M
(-7%)
Cap. Flow
-$125M
Cap. Flow
% of AUM
-6.71%
Top 10 Holdings %
Top 10 Hldgs %
28.13%
Holding
136
New
7
Increased
10
Reduced
56
Closed
1
Top Buys
| 1 |
Pfizer
PFE
|
$45.1M |
| 2 |
Yum! Brands
YUM
|
$35.3M |
| 3 |
Morgan Stanley
MS
|
$34.1M |
| 4 |
TWTR
Twitter, Inc.
TWTR
|
$34M |
| 5 |
HP
HPQ
|
$22.1M |
Top Sells
| 1 |
Akamai
AKAM
|
$47.1M |
| 2 |
HCA Healthcare
HCA
|
$44.8M |
| 3 |
Cisco
CSCO
|
$43.4M |
| 4 |
Intel
INTC
|
$40.2M |
| 5 |
Comcast
CMCSA
|
$38.7M |
Sector Composition
| 1 | Technology | 18.71% |
| 2 | Consumer Discretionary | 17.57% |
| 3 | Healthcare | 16.03% |
| 4 | Financials | 14.07% |
| 5 | Industrials | 13% |
