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
$492M
AUM Growth
+$32.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1 +$22.2M
2 +$12.5M
3 +$12M
4
PCP
PRECISION CASTPARTS CORP
PCP
+$3.29M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.07M

Top Sells

1 +$20.6M
2 +$17.5M
3 +$2.67M
4
V icon
Visa
V
+$1.65M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.63M

Sector Composition

1 Financials 21.83%
2 Consumer Discretionary 21.39%
3 Technology 18.98%
4 Healthcare 16.99%
5 Industrials 13.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$274K 0.06%
2,283
52
$217K 0.04%
1,800
-145,152
53
$212K 0.04%
1,956
54
-2,067
55
-5,375