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
1
$6.47M 5.4%
180,296
-1,832
2
$4.8M 4%
108,380
+2,000
3
$4.66M 3.88%
37,415
+190
4
$4.51M 3.76%
68,549
+920
5
$4.25M 3.54%
26,583
-99
6
$4.08M 3.4%
78,712
+117
7
$3.81M 3.17%
42,836
+33,500
8
$3.78M 3.15%
92,712
-84
9
$3.54M 2.95%
+31,599
10
$3.54M 2.95%
89,500
+88
11
$3.52M 2.93%
32,347
-594
12
$3.52M 2.93%
+1,975
13
$3.5M 2.91%
103,456
-670
14
$3.49M 2.9%
24,539
+135
15
$3.48M 2.9%
22,295
+62
16
$3.29M 2.74%
15,939
+70
17
$3.12M 2.6%
18,711
-297
18
$2.94M 2.45%
17,547
-170
19
$2.9M 2.42%
+27,143
20
$2.72M 2.27%
48,864
+100
21
$2.72M 2.26%
78,057
+378
22
$2.71M 2.26%
13,912
-56
23
$2.69M 2.24%
63,520
-520
24
$2.62M 2.18%
53,061
+624
25
$2.59M 2.16%
19,531
-483
1
2 3