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PMIM
Prudent Man Investment Management Portfolio holdings
AUM
$293M
1-Year Est. Return
17.46%
This Fund
S&P 500
This Quarter
Est. Return
-0.68%
1 Year Est. Return
+17.46%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$181M
AUM Growth
–
Cap. Flow
+$184M
Cap. Flow
% of AUM
101.56%
Top 10 Holdings %
Top 10 Hldgs %
94.25%
Holding
169
New
169
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Dimensional Ultrashort Fixed Income ETF
DUSB
|
+$57.8M |
| 2 |
Dimensional US Core Equity 2 ETF
DFAC
|
+$52.9M |
| 3 |
Dimensional US Marketwide Value ETF
DFUV
|
+$19.2M |
| 4 |
DFAI
Dimensional International Core Equity Market ETF
DFAI
|
+$15.8M |
| 5 |
Dimensional US Core Equity Market ETF
DFAU
|
+$15.5M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 2.37% |
| 2 | Financials | 0.29% |
| 3 | Industrials | 0.18% |
| 4 | Consumer Staples | 0.17% |
| 5 | Healthcare | 0.17% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
JPMorgan Chase
JPM
$968B
| $42.7K | 0.02% |
+178
| New | +$41.5K |
|
52
InterDigital
IDCC
$8.94B
| $38.7K | 0.02% |
+200
| New | +$35K |
|
53
Procter & Gamble
PG
$335B
| $38.2K | 0.02% |
+228
| New | +$38.8K |
|
54
Berkshire Hathaway Class B
BRK.B
$1.09T
| $38.1K | 0.02% |
+84
| New | +$38.8K |
|
55
Avantis All Equity Markets ETF
AVGE
$1.15B
| $37.3K | 0.02% |
+516
| New | +$38.4K |
|
56
PPG Industries
PPG
$25.5B
| $35.8K | 0.02% |
+300
| New | +$37.5K |
|
57
Barrett Business Services
BBSI
$747M
| $34.8K | 0.02% |
+800
| New | +$32.3K |
|
58
Expedia Group
EXPE
$38.1B
| $34.5K | 0.02% |
+185
| New | +$31.9K |
|
59
Dimensional International Value ETF
DFIV
$21.7B
| $34.4K | 0.02% |
+970
| New | +$35.6K |
|
60
AbbVie
ABBV
$440B
| $31.6K | 0.02% |
+178
| New | +$32.7K |
|
61
PepsiCo
PEP
$187B
| $30.4K | 0.02% |
+200
| New | +$32.8K |
|
62
Xtrackers S&P 500 ESG ETF
SNPE
$2.77B
| $29.8K | 0.02% |
+559
| New | +$30.1K |
|
63
Vanguard Morningstar Growth ETF
VUG
$229B
| $29.6K | 0.02% |
+432
| New | +$29K |
|
64
WEC Energy
WEC
$35.6B
| $28.2K | 0.02% |
+300
| New | +$29.1K |
|
65
Amazon
AMZN
$2.92T
| $26.8K | 0.01% |
+122
| New | +$25K |
|
66
Sempra
SRE
$56.5B
| $26.3K | 0.01% |
+300
| New | +$26.3K |
|
67
Schwab US Large- Cap ETF
SCHX
$74.5B
| $26.1K | 0.01% |
+1,127
| New | +$26.3K |
|
68
Illinois Tool Works
ITW
$82.8B
| $25.4K | 0.01% |
+100
| New | +$26.5K |
|
69
Philip Morris
PM
$290B
| $21.7K | 0.01% |
+180
| New | +$22.7K |
|
70
Verizon
VZ
$195B
| $20.8K | 0.01% |
+520
| New | +$21.9K |
|
71
Intel
INTC
$510B
| $20.5K | 0.01% |
+1,020
| New | +$23K |
|
72
Baxter International
BAX
$13.8B
| $20.4K | 0.01% |
+700
| New | +$23.6K |
|
73
American Express
AXP
$229B
| $19K | 0.01% |
+64
| New | +$18.4K |
|
74
iShares Russell 2000 ETF
IWM
$82B
| $18.1K | 0.01% |
+82
| New | +$18.7K |
|
75
Dimensional International Small Cap Value ETF
DISV
$5.15B
| $17.1K | 0.01% |
+643
| New | +$17.6K |
|
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Prudent Man Investment Management's Q4 2024 Portfolio in Review
Q4 2024 is the first quarter with a 13F filing on record for Prudent Man Investment Management, which disclosed 169 positions worth $181M. Its ten largest holdings account for 94% of the portfolio.
Its largest position is Dimensional Ultrashort Fixed Income ETF: 1,139,200 shares worth $57.6M.
By sector, the portfolio is most concentrated in Technology at 2.4% of assets, followed by Financials and Industrials.
- Prudent Man Investment Management's largest Q4 2024 buy was Dimensional Ultrashort Fixed Income ETF: 1,139,200 shares worth $57.6M.
- Prudent Man Investment Management's ten largest holdings make up 94% of its $181M portfolio in Q4 2024.
- Prudent Man Investment Management disclosed 169 positions in Q4 2024, its first 13F filing on record.
Based on Prudent Man Investment Management's 13F filing for Q4 2024, filed 12 Feb 2025.