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
$907M
AUM Growth
-$37.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1 +$26.1M
2 +$23.4M
3 +$1.92M
4
UNH icon
UnitedHealth
UNH
+$1.69M
5
EW icon
Edwards Lifesciences
EW
+$1.16M

Top Sells

1 +$21.5M
2 +$1.75M
3 +$1.57M
4
SCHW icon
Charles Schwab
SCHW
+$1.55M
5
V icon
Visa
V
+$1.45M

Sector Composition

1 Financials 21.07%
2 Healthcare 20.09%
3 Industrials 19.83%
4 Technology 19.29%
5 Consumer Discretionary 11.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-11,675
77
-4,186
78
-560
79
-3,725