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
$865M
AUM Growth
+$40.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1 +$4.83M
2 +$4.6M
3 +$3.78M
4
RILY icon
B. Riley Financial
RILY
+$3.24M
5
DHG
Deutsche High Incm Opportunities
DHG
+$2.8M

Top Sells

1 +$5.74M
2 +$5.03M
3 +$4.33M
4
GDL
GDL Fund
GDL
+$2.72M
5
SAAS
inContact, Inc.
SAAS
+$2.46M

Sector Composition

1 Financials 17.22%
2 Consumer Discretionary 14.22%
3 Technology 12.73%
4 Industrials 11.25%
5 Healthcare 6.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-232,734
177
-355,335
178
-277,080