PIM

Progressive Investment Management Portfolio holdings

AUM $393M
This Quarter Return
+7.75%
1 Year Return
+17.01%
3 Year Return
+99.48%
5 Year Return
+133.71%
10 Year Return
+490.09%
AUM
$168M
AUM Growth
+$168M
Cap. Flow
+$1.67M
Cap. Flow %
1%
Top 10 Hldgs %
44.84%
Holding
36
New
–
Increased
30
Reduced
5
Closed
1

Top Buys

1
AMZN icon
Amazon
AMZN
$270K
2
GOOG icon
Alphabet (Google) Class C
GOOG
$153K
3
VRSK icon
Verisk Analytics
VRSK
$151K
4
DHR icon
Danaher
DHR
$150K
5
WAB icon
Wabtec
WAB
$141K

Top Sells

1
WM icon
Waste Management
WM
$678K
2
USB icon
US Bancorp
USB
$144K
3
IBM icon
IBM
IBM
$123K
4
CSCO icon
Cisco
CSCO
$116K
5
NKE icon
Nike
NKE
$29.7K

Sector Composition

1 Technology 25.42%
2 Consumer Discretionary 16.21%
3 Financials 15.97%
4 Industrials 14.79%
5 Healthcare 12.3%
Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
PYPL icon
26
PayPal
PYPL
$67.1B
$3.92M 2.34%
44,617
+913
+2% +$80.2K
CBRE icon
27
CBRE Group
CBRE
$48.2B
$3.79M 2.26%
85,975
+2,333
+3% +$103K
GOOGL icon
28
Alphabet (Google) Class A
GOOGL
$2.57T
$3.74M 2.23%
3,098
+28
+0.9% +$33.8K
WAB icon
29
Wabtec
WAB
$33.1B
$3.5M 2.09%
33,331
+1,341
+4% +$141K
PX
30
DELISTED
Praxair Inc
PX
$3.35M 2%
20,842
+295
+1% +$47.4K
ITW icon
31
Illinois Tool Works
ITW
$77.1B
$3.32M 1.98%
23,538
+160
+0.7% +$22.6K
EBAY icon
32
eBay
EBAY
$41.4B
$1.53M 0.91%
46,282
+1,209
+3% +$39.9K
BRK.B icon
33
Berkshire Hathaway Class B
BRK.B
$1.09T
$357K 0.21%
1,667
-20
-1% -$4.28K
IBM icon
34
IBM
IBM
$227B
$304K 0.18%
2,013
-815
-29% -$123K
USB icon
35
US Bancorp
USB
$76B
$295K 0.18%
5,589
-2,724
-33% -$144K
WM icon
36
Waste Management
WM
$91.2B
– –
-8,334
Closed -$678K
1
2