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PIM

Progressive Investment Management Portfolio holdings

AUM $379M
1-Year Est. Return 24.17%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$379M
AUM Growth
-$39.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
63
New
Increased
Reduced
Closed

Top Buys

1
+$6.82M
2
+$3.1M
3
+$3.09M
4
URI icon
United Rentals
URI
+$2.88M
5
TXN icon
Texas Instruments
TXN
+$2.86M

Top Sells

1
+$8.12M
2
+$7.91M
3
+$7.74M
4
ROP icon
Roper Technologies
ROP
+$7.37M
5
ADSK icon
Autodesk
ADSK
+$4.59M

Sector Composition

1 Technology 47.53%
2 Financials 15.16%
3 Communication Services 9.72%
4 Healthcare 7.54%
5 Industrials 7.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AAPL icon
1
Apple
AAPL
$4.28T
$37.7M 9.96%
148,702
-144
NVDA icon
2
NVIDIA
NVDA
$4.97T
$35.9M 9.49%
206,038
-352
GOOG icon
3
Alphabet (Google) Class C
GOOG
$4.37T
$31.1M 8.2%
108,261
+863
MSFT icon
4
Microsoft
MSFT
$2.9T
$29.9M 7.89%
80,676
+27
AMZN icon
5
Amazon
AMZN
$2.57T
$22.8M 6.03%
109,700
-269
COST icon
6
Costco
COST
$436B
$17.2M 4.55%
17,281
-71
MCO icon
7
Moody's
MCO
$78.2B
$14.7M 3.88%
33,690
+26
AVGO icon
8
Broadcom
AVGO
$1.82T
$14.6M 3.85%
47,164
+245
V icon
9
Visa
V
$613B
$12.8M 3.37%
42,199
+65
FAST icon
10
Fastenal
FAST
$53.5B
$11.7M 3.08%
251,340
+632
SPGI icon
11
S&P Global
SPGI
$124B
$11.5M 3.05%
27,116
-102
IDXX icon
12
Idexx Laboratories
IDXX
$44.2B
$11.4M 3.01%
20,285
APH icon
13
Amphenol
APH
$189B
$11.1M 2.92%
87,668
-88
KLAC icon
14
KLA
KLAC
$332B
$9.16M 2.42%
6,220
-17
MA icon
15
Mastercard
MA
$433B
$9.04M 2.39%
18,091
-30
LRCX icon
16
Lam Research
LRCX
$459B
$8.87M 2.34%
41,530
-26
DHR icon
17
Danaher
DHR
$127B
$8.31M 2.19%
43,817
+25
MSCI icon
18
MSCI
MSCI
$43.6B
$8.29M 2.19%
15,372
+4
TT icon
19
Trane Technologies
TT
$101B
$7.94M 2.1%
19,056
+111
ASML icon
20
ASML
ASML
$718B
$6.57M 1.73%
+4,974
AMAT icon
21
Applied Materials
AMAT
$450B
$6.34M 1.68%
18,561
+12
GOOGL icon
22
Alphabet (Google) Class A
GOOGL
$4.39T
$5.49M 1.45%
19,095
-825
TMO icon
23
Thermo Fisher Scientific
TMO
$174B
$5.41M 1.43%
11,000
-20
CDNS icon
24
Cadence Design Systems
CDNS
$106B
$3.93M 1.04%
14,150
-39
LIN icon
25
Linde
LIN
$242B
$3.25M 0.86%
+6,553
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