PIM
Profit Investment Management Portfolio holdings
AUM
$111M
This Quarter Return
+4.95%
1 Year Return
+13.39%
3 Year Return
+84.6%
5 Year Return
+182.01%
10 Year Return
+537%
AUM
$316M
AUM Growth
+$316M
(-54%)
Cap. Flow
-$376M
Cap. Flow
% of AUM
-119.04%
Top 10 Holdings %
Top 10 Hldgs %
30.57%
Holding
127
New
6
Increased
9
Reduced
88
Closed
21
Top Buys
| 1 |
Hewlett Packard
HPE
|
$2.65M |
| 2 |
CY
Cypress Semiconductor
CY
|
$725K |
| 3 |
Berkshire Hathaway Class A
BRK.A
|
$198K |
| 4 |
General Dynamics
GD
|
$156K |
| 5 |
Cisco
CSCO
|
$107K |
Top Sells
| 1 |
Microsoft
MSFT
|
$15.1M |
| 2 |
Apple
AAPL
|
$12.6M |
| 3 |
GE Aerospace
GE
|
$11.1M |
| 4 |
Home Depot
HD
|
$10.8M |
| 5 |
CELG
Celgene Corp
CELG
|
$10.7M |
Sector Composition
| 1 | Consumer Discretionary | 19.66% |
| 2 | Technology | 18.94% |
| 3 | Healthcare | 15.62% |
| 4 | Financials | 13.36% |
| 5 | Industrials | 11.38% |