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
$609M
AUM Growth
+$49.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1
+$24.1M
2
+$7.42M
3
+$6.08M
4
KAR icon
Openlane
KAR
+$4.28M
5
SWKS icon
Skyworks Solutions
SWKS
+$3.68M

Top Sells

1
+$30.5M
2
+$24.7M
3
+$13.4M
4
ABT icon
Abbott
ABT
+$11M
5
V icon
Visa
V
+$2.62M

Sector Composition

1 Financials 25.59%
2 Consumer Discretionary 18.13%
3 Technology 17.15%
4 Industrials 11.3%
5 Communication Services 8.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$240K 0.04%
4,802
52
$228K 0.04%
1,200
53
$199K 0.03%
3,182
-909
54
$181K 0.03%
14,010
-6,874
55
– –
-82,099
56
– –
-4,126
57
– –
-4,362
58
– –
-9,348
59
– –
-2,750
60
– –
-2,883
61
– –
-3,716
62
– –
-3,225
1 2
3