PIM
Progressive Investment Management Portfolio holdings
AUM
$393M
This Quarter Return
+2.55%
1 Year Return
+17.01%
3 Year Return
+99.48%
5 Year Return
+133.71%
10 Year Return
+490.09%
AUM
$98.3M
AUM Growth
+$98.3M
(+5.1%)
Cap. Flow
+$2.74M
Cap. Flow
% of AUM
2.79%
Top 10 Holdings %
Top 10 Hldgs %
33.05%
Holding
81
New
2
Increased
13
Reduced
28
Closed
19
Top Buys
| 1 |
Amazon
AMZN
|
$2.31M |
| 2 |
Unilever
UL
|
$2.26M |
| 3 |
Medtronic
MDT
|
$1.77M |
| 4 |
Verisk Analytics
VRSK
|
$1.66M |
| 5 |
Procter & Gamble
PG
|
$1.61M |
Top Sells
| 1 |
WFM
Whole Foods Market Inc
WFM
|
$1.78M |
| 2 |
Novo Nordisk
NVO
|
$1M |
| 3 |
Jones Lang LaSalle
JLL
|
$673K |
| 4 |
ANSS
Ansys
ANSS
|
$541K |
| 5 |
PNRA
Panera Bread Co
PNRA
|
$487K |
Sector Composition
| 1 | Technology | 20.64% |
| 2 | Healthcare | 16.94% |
| 3 | Industrials | 16.42% |
| 4 | Financials | 13.3% |
| 5 | Consumer Staples | 10.1% |