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
51
$316K 0.05%
2,331
-99
52
$258K 0.04%
5,902
53
$221K 0.03%
1,383
-78,427
54
$219K 0.03%
1,400
55
$207K 0.03%
+4,100
56
$146K 0.02%
2,555
57
– –
-2,500
58
– –
-4,425
59
– –
-430,732
1 2
3