PAIM
Punch & Associates Investment Management Portfolio holdings
AUM
$1.63B
1-Year Return
20.56%
This Quarter Return
+4.1%
1 Year Return
+20.56%
3 Year Return
+81.1%
5 Year Return
+185.91%
10 Year Return
+324.39%
AUM
$828M
AUM Growth
+$97.3M
(+13%)
Cap. Flow
+$75.6M
Cap. Flow
% of AUM
9.13%
Top 10 Holdings %
Top 10 Hldgs %
14.99%
Holding
283
New
102
Increased
127
Reduced
31
Closed
9
Top Buys
| 1 |
Capital Southwest
CSWC
|
$11.1M |
| 2 |
LDR
Landauer Inc
LDR
|
$5.4M |
| 3 |
CCD
Calamos Dynamic Convertible & Income Fund
CCD
|
$4.19M |
| 4 |
Deluxe
DLX
|
$4.09M |
| 5 |
Digi International
DGII
|
$3.03M |
Top Sells
Sector Composition
| 1 | Consumer Discretionary | 14.29% |
| 2 | Financials | 14.08% |
| 3 | Technology | 12.28% |
| 4 | Industrials | 10.67% |
| 5 | Healthcare | 7.84% |
