PCM
Punch Card Management Portfolio holdings
AUM
$310M
This Quarter Return
+12.46%
1 Year Return
+16.16%
3 Year Return
+59.1%
5 Year Return
+134.97%
10 Year Return
+291.56%
AUM
$214M
AUM Growth
+$214M
(+7.3%)
Cap. Flow
+$0
Cap. Flow
% of AUM
0%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
3
New
–
Increased
–
Reduced
–
Closed
–
Top Buys
No buys this quarter
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 42.51% |
| 2 | Communication Services | 41.92% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1
Berkshire Hathaway Class A
BRK.A
$1.09T
| $91.1M | 42.51% |
373
| – | – |
|
2
Baidu
BIDU
$32.8B
| $89.8M | 41.92% |
546,179
| – | – |
|
|
WFC.WS
3
DELISTED
Wells Fargo & Company Ws
WFC.WS
| $33.4M | 15.57% |
1,563,795
| – | – |
|