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
$923M
AUM Growth
+$79.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1
+$35.8M
2
+$7.85M
3
+$1.54M
4
UNH icon
UnitedHealth
UNH
+$1.43M
5
ALGN icon
Align Technology
ALGN
+$1.42M

Top Sells

1
+$26.9M
2
+$8.34M
3
+$2.36M
4
V icon
Visa
V
+$1.56M
5
MGM icon
MGM Resorts International
MGM
+$1.18M

Sector Composition

1 Technology 20.21%
2 Financials 19.77%
3 Healthcare 19.74%
4 Industrials 16.68%
5 Consumer Discretionary 13.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.64M 0.18%
13,236
+591
27
$1.64M 0.18%
21,568
-20
28
$1.5M 0.16%
9,105
-1,049
29
$1.27M 0.14%
15,338
30
$1.24M 0.13%
20,000
31
$1.06M 0.11%
12,000
32
$909K 0.1%
6,116
-1,044
33
$874K 0.09%
8,430
-50
34
$748K 0.08%
9,958
35
$685K 0.07%
6,762
-574
36
$652K 0.07%
15,402
-196,965
37
$630K 0.07%
6,260
+2,784
38
$615K 0.07%
16,026
-700
39
$611K 0.07%
2,140
+940
40
$595K 0.06%
1,433
-746
41
$546K 0.06%
5,500
42
$521K 0.06%
2,228
+1,028
43
$480K 0.05%
3,097
+1,168
44
$473K 0.05%
1,150
-26
45
$469K 0.05%
7,310
+2,800
46
$465K 0.05%
3,725
47
$458K 0.05%
4,060
+2,025
48
$447K 0.05%
11,782
+2,515
49
$412K 0.04%
1,725
50
$410K 0.04%
4,218
+510
1
2
3 4