PIM

Provident Investment Management Portfolio holdings

AUM $1.17B
1-Year Est. Return 23.77%
This Quarter Est. Return
1 Year Est. Return
+23.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$633M
AUM Growth
+$6.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$24.7M
2
+$23.6M
3
+$23M
4
BIIB icon
Biogen
BIIB
+$4.35M
5
PM icon
Philip Morris
PM
+$2.56M

Top Sells

1
+$24.9M
2
+$23.2M
3
+$17M
4
META icon
Meta Platforms (Facebook)
META
+$12.5M
5
TSCO icon
Tractor Supply
TSCO
+$11.8M

Sector Composition

1 Technology 21.77%
2 Financials 21.72%
3 Consumer Discretionary 17.48%
4 Healthcare 17.46%
5 Industrials 10.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.58M 0.41%
34,000
-1,475
27
$2.38M 0.38%
12,000
28
$1.88M 0.3%
12,000
29
$1.7M 0.27%
22,744
-850
30
$1.37M 0.22%
13,100
-550
31
$1.24M 0.2%
12,000
32
$1.23M 0.19%
7,200
-450
33
$1.18M 0.19%
23,530
+1,110
34
$1.1M 0.17%
4,193
-325
35
$1.06M 0.17%
13,500
-214,965
36
$955K 0.15%
22,000
37
$850K 0.13%
11,858
38
$829K 0.13%
5,550
39
$759K 0.12%
5,924
40
$754K 0.12%
22,498
-1
41
$678K 0.11%
3,400
42
$661K 0.1%
8,120
-305,926
43
$645K 0.1%
5,861
44
$507K 0.08%
3,300
-34
45
$505K 0.08%
3,717
46
$493K 0.08%
+20,000
47
$420K 0.07%
8,503
-12,200
48
$396K 0.06%
6,681
49
$367K 0.06%
2,002
50
$344K 0.05%
3,188
-1,200
1
2
3