PAIM

Punch & Associates Investment Management Portfolio holdings

AUM $1.71B
1-Year Est. Return 17.11%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.83B
AUM Growth
+$32.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Sells

1 +$9.3M
2 +$8.73M
3 +$8.7M
4
EQC
Equity Commonwealth
EQC
+$8.35M
5
BCE icon
BCE
BCE
+$5.83M

Sector Composition

1 Industrials 16.38%
2 Healthcare 14.42%
3 Financials 14.34%
4 Technology 13.04%
5 Consumer Discretionary 10.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-285,000