PIM

Progressive Investment Management Portfolio holdings

AUM $393M
1-Year Est. Return 17.01%
This Quarter Est. Return
1 Year Est. Return
+17.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$270M
AUM Growth
+$11.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1 +$6.22M
2 +$5.61M
3 +$4.78M
4
IPGP icon
IPG Photonics
IPGP
+$2.6M
5
ITC
ITC HOLDINGS CORP
ITC
+$2.32M

Top Sells

1 +$6.07M
2 +$3.34M
3 +$3.24M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$3.16M
5
ETN icon
Eaton
ETN
+$2.07M

Sector Composition

1 Industrials 20.73%
2 Technology 19.19%
3 Communication Services 12.08%
4 Financials 11.56%
5 Consumer Discretionary 11.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-120,250