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
$120M
AUM Growth
+$10.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1 +$3.54M
2 +$3.52M
3 +$2.98M
4
ANSS
Ansys
ANSS
+$2.9M
5
VRSK icon
Verisk Analytics
VRSK
+$106K

Top Sells

1 +$2.43M
2 +$2.43M
3 +$2.24M
4
ABB
ABB Ltd
ABB
+$1.62M
5
NVO icon
Novo Nordisk
NVO
+$1.29M

Sector Composition

1 Technology 20.54%
2 Industrials 15.99%
3 Consumer Discretionary 15.18%
4 Financials 13.98%
5 Healthcare 13.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-10,052
52
-72,030
53
-37,208
54
-4,337
55
-76,926