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
$626M
AUM Growth
+$36.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1 +$14.1M
2 +$777K
3 +$701K
4
SBNY
Signature Bank
SBNY
+$563K
5
BIVV
Bioverativ Inc. Common Stock
BIVV
+$494K

Top Sells

1 +$12M
2 +$1.34M
3 +$986K
4
V icon
Visa
V
+$738K
5
FDS icon
Factset
FDS
+$369K

Sector Composition

1 Financials 20.84%
2 Technology 20.33%
3 Healthcare 16.81%
4 Industrials 15.35%
5 Consumer Discretionary 15.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$259K 0.04%
5,902
52
$210K 0.03%
+2,500
53
$207K 0.03%
+1,400
54
$164K 0.03%
2,555
55
-4,015