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
$459M
AUM Growth
+$30M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1 +$20M
2 +$975K
3 +$607K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$507K
5
TROW icon
T. Rowe Price
TROW
+$452K

Top Sells

1 +$18.4M
2 +$2.89M
3 +$1.13M
4
MDT icon
Medtronic
MDT
+$1M
5
ORLY icon
O'Reilly Automotive
ORLY
+$935K

Sector Composition

1 Consumer Discretionary 25.63%
2 Financials 23.64%
3 Healthcare 17.51%
4 Technology 12.91%
5 Industrials 8.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$258K 0.06%
2,283
+91
52
$242K 0.05%
+7,500
53
$233K 0.05%
1,956
54
-1,818
55
-16,147