PIM

Progressive Investment Management Portfolio holdings

AUM $412M
1-Year Est. Return 21.35%
This Quarter Est. Return
1 Year Est. Return
+21.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$288M
AUM Growth
-$21.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

1
+$7.42M
2
+$6.89M
3
+$6.1M
4
BK icon
Bank of New York Mellon
BK
+$5.87M
5
ECL icon
Ecolab
ECL
+$5.35M

Top Sells

1
+$7.07M
2
+$6.99M
3
+$6.68M
4
ORA icon
Ormat Technologies
ORA
+$5.87M
5
DAR icon
Darling Ingredients
DAR
+$5.59M

Sector Composition

1 Financials 22.75%
2 Technology 21.27%
3 Industrials 18.81%
4 Consumer Discretionary 11.35%
5 Communication Services 10.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$66K 0.02%
+1,125
52
$65K 0.02%
547
53
$62K 0.02%
+3,872
54
$62K 0.02%
+1,575
55
$61K 0.02%
1,846
-132,012
56
$59K 0.02%
2,598
+154
57
$4K ﹤0.01%
62
58
– –
-286,314
59
– –
-203,528
60
$0 ﹤0.01%
+58
1 2
3