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PAIM

Punch & Associates Investment Management Portfolio holdings

AUM $1.73B
1-Year Est. Return 27.65%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.73B
AUM Growth
+$99.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$9.45M
3
+$8.04M
4
LQDT icon
Liquidity Services
LQDT
+$6.56M
5
ARE icon
Alexandria Real Estate Equities
ARE
+$5.81M

Top Sells

1
+$10.9M
2
+$10.5M
3
+$10.3M
4
HYI
Western Asset High Yield Opportunity Fund Inc
HYI
+$9.66M
5
PBPB
Potbelly
PBPB
+$8.35M

Sector Composition

1 Financials 17.03%
2 Industrials 16.28%
3 Technology 12.79%
4 Consumer Discretionary 12.36%
5 Healthcare 11.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$19.2M 1.11%
614,815
+2,184
27
$19.2M 1.11%
441,852
+2,243
28
$19.1M 1.1%
1,782,526
+2,926
29
$19M 1.1%
36,680
+49
30
$18.8M 1.09%
172,883
+1,174
31
$18.3M 1.06%
7,851
+54
32
$18.2M 1.06%
342,081
+2,409
33
$18M 1.04%
32,950
+62
34
$17.3M 1%
513,360
35
$17M 0.99%
941,379
+205,131
36
$16.9M 0.98%
143,655
+32,355
37
$16.6M 0.96%
87,418
+252
38
$16.6M 0.96%
58,962
-22,793
39
$16M 0.93%
1,743,304
+915
40
$15.5M 0.9%
30,810
+64
41
$15.5M 0.9%
127,659
-179
42
$15.3M 0.89%
188,110
-860
43
$15.1M 0.87%
597,185
-425
44
$14.7M 0.85%
1,099,128
+4,654
45
$14.4M 0.83%
45,573
-14,017
46
$14M 0.81%
2,005,014
+31,082
47
$13.3M 0.77%
69,872
-3,041
48
$13.2M 0.76%
115,177
+329
49
$13.2M 0.76%
27,129
-11
50
$12.9M 0.75%
26,246
-274
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