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
$1.76B
AUM Growth
+$46.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
237
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$9.45M
3
+$7.76M
4
PLOW icon
Douglas Dynamics
PLOW
+$7.29M
5
TDW icon
Tidewater
TDW
+$6.22M

Top Sells

1
+$20.4M
2
+$11M
3
+$7.05M
4
CION icon
CION Investment
CION
+$6.66M
5
BXC icon
BlueLinx
BXC
+$6.21M

Sector Composition

1 Industrials 19.31%
2 Financials 15.14%
3 Technology 12.71%
4 Healthcare 12.23%
5 Consumer Discretionary 11.44%
Name Market Value Portfolio Weight Shares or Principal Change
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