PAIM
Punch & Associates Investment Management Portfolio holdings
AUM
$1.63B
1-Year Return
20.56%
This Quarter Return
+0.53%
1 Year Return
+20.56%
3 Year Return
+81.1%
5 Year Return
+185.91%
10 Year Return
+324.39%
AUM
$825M
AUM Growth
-$3.06M
(-0.37%)
Cap. Flow
+$1.81M
Cap. Flow
% of AUM
0.22%
Top 10 Holdings %
Top 10 Hldgs %
15.5%
Holding
276
New
2
Increased
72
Reduced
75
Closed
110
Top Buys
| 1 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$8.03M |
| 2 |
Capital Southwest
CSWC
|
$5.47M |
| 3 |
Berkshire Hathaway Class B
BRK.B
|
$4.95M |
| 4 |
CCD
Calamos Dynamic Convertible & Income Fund
CCD
|
$4.15M |
| 5 |
CSW
CSW Industrials, Inc.
CSW
|
$3.97M |
Top Sells
Sector Composition
| 1 | Financials | 15.77% |
| 2 | Consumer Discretionary | 15.19% |
| 3 | Technology | 12.08% |
| 4 | Industrials | 10.92% |
| 5 | Healthcare | 6.84% |
