PIM
Progressive Investment Management Portfolio holdings
AUM
$393M
This Quarter Return
+7.03%
1 Year Return
+17.01%
3 Year Return
+99.48%
5 Year Return
+133.71%
10 Year Return
+490.09%
AUM
$270M
AUM Growth
+$270M
(+4.6%)
Cap. Flow
+$833K
Cap. Flow
% of AUM
0.31%
Top 10 Holdings %
Top 10 Hldgs %
35.38%
Holding
53
New
4
Increased
4
Reduced
29
Closed
3
Top Buys
| 1 |
Tennant Co
TNC
|
$6.22M |
| 2 |
SIVB
SVB Financial Group
SIVB
|
$5.61M |
| 3 |
Ryder
R
|
$4.78M |
| 4 |
Tractor Supply
TSCO
|
$3.56M |
| 5 |
IPG Photonics
IPGP
|
$2.6M |
Top Sells
| 1 |
TJX Companies
TJX
|
$6.07M |
| 2 |
Baxter International
BAX
|
$3.34M |
| 3 |
Xylem
XYL
|
$3.24M |
| 4 |
Alphabet (Google) Class C
GOOG
|
$3.16M |
| 5 |
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
51
Xylem
XYL
$34.5B
| – | – |
-120,250
| Closed | -$3.24M |
|