PCC
Punch Card Capital Portfolio holdings
AUM
$107M
This Quarter Return
+8.67%
1 Year Return
+29.58%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$119M
AUM Growth
–
Cap. Flow
+$119M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
3
New
3
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Berkshire Hathaway Class A
BRK.A
|
$66.4M |
| 2 |
Baidu
BIDU
|
$29.8M |
| 3 |
WFC.WS
Wells Fargo & Company Ws
WFC.WS
|
$23.2M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 55.59% |
| 2 | Communication Services | 24.97% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Berkshire Hathaway Class A
BRK.A
$1.09T
| $66.4M | 55.59% |
+373
| New | +$66.4M |
|
|
2
Baidu
BIDU
$32.8B
| $29.8M | 24.97% |
+167,594
| New | +$29.8M |
|
|
WFC.WS
3
DELISTED
Wells Fargo & Company Ws
WFC.WS
| $23.2M | 19.44% |
+1,459,516
| New | +$23.2M |
|