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
$98.3M
AUM Growth
+$4.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$2.31M
2
+$2.26M
3
+$1.77M
4
VRSK icon
Verisk Analytics
VRSK
+$1.66M
5
PG icon
Procter & Gamble
PG
+$1.61M

Top Sells

1
+$1.78M
2
+$1M
3
+$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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-70,088
77
– –
-1,183
78
– –
-3,432
1 2 3
4