PAIM

Punch & Associates Investment Management Portfolio holdings

AUM $1.63B
1-Year Est. Return 20.56%
This Quarter Est. Return
1 Year Est. Return
+20.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.55B
AUM Growth
+$7.27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
245
New
Increased
Reduced
Closed

Top Buys

1 +$10.2M
2 +$9.92M
3 +$6.19M
4
WTTR icon
Select Water Solutions
WTTR
+$5.23M
5
DIS icon
Walt Disney
DIS
+$4.91M

Top Sells

1 +$12.5M
2 +$11.3M
3 +$8.96M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$8.59M
5
LAD icon
Lithia Motors
LAD
+$7.68M

Sector Composition

1 Industrials 18.73%
2 Financials 15.81%
3 Healthcare 14.45%
4 Technology 12.45%
5 Consumer Discretionary 10.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$1.64K ﹤0.01%
+12
227
$658 ﹤0.01%
+6
228
$52 ﹤0.01%
2
229
-3,000
230
-2,500
231
-320,550
232
-3,200
233
-37,533
234
-776,460
235
-3,222
236
-168,032
237
-433,569
238
-106,089
239
-18
240
-43,328
241
-3,660
242
-816,042