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
$2.07B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$65.5M
2
+$59.7M
3
+$56M
4
PEP icon
PepsiCo
PEP
+$54.9M
5
V icon
Visa
V
+$54.5M

Top Sells

No sells this quarter

Sector Composition

1 Technology 22.37%
2 Healthcare 14.91%
3 Consumer Staples 11.82%
4 Industrials 11.78%
5 Financials 11.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$65.5M 3.17%
+1,896,731
2
$59.7M 2.89%
+1,874,898
3
$56M 2.71%
+3,957,744
4
$54.9M 2.65%
+671,384
5
$54.5M 2.64%
+1,192,964
6
$49.6M 2.4%
+640,406
7
$48.7M 2.35%
+1,036,643
8
$45.6M 2.21%
+779,840
9
$45.2M 2.19%
+459,008
10
$44.8M 2.17%
+2,044,113
11
$44.5M 2.15%
+1,044,770
12
$42.1M 2.03%
+817,196
13
$41.2M 1.99%
+704,276
14
$40.8M 1.97%
+582,655
15
$40.1M 1.94%
+630,776
16
$39.5M 1.91%
+871,608
17
$39.5M 1.91%
+1,670,424
18
$39.4M 1.9%
+455,175
19
$38.6M 1.87%
+631,983
20
$37.4M 1.81%
+414,486
21
$36.3M 1.76%
+1,498,715
22
$35.8M 1.73%
+1,338,820
23
$35.6M 1.72%
+516,315
24
$35.5M 1.72%
+697,903
25
$34.6M 1.67%
+756,248
1
2 3 4 5