PCM
Punch Card Management Portfolio holdings
AUM
$310M
This Quarter Return
+0.66%
1 Year Return
+16.16%
3 Year Return
+59.1%
5 Year Return
+134.97%
10 Year Return
+291.56%
AUM
$155M
AUM Growth
+$155M
(-0.58%)
Cap. Flow
-$202
Cap. Flow
% of AUM
0%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
5
New
1
Increased
–
Reduced
1
Closed
–
Top Buys
| 1 |
Wells Fargo
WFC
|
$2K |
Top Sells
| 1 |
WFC.WS
Wells Fargo & Company Ws
WFC.WS
|
$2.2K |
Sector Composition
| 1 | Financials | 68.01% |
| 2 | Communication Services | 26.01% |
| 3 | Consumer Discretionary | 2.02% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1
Berkshire Hathaway Class A
BRK.A
$1.09T
| $105M | 68.01% |
373
| – | – |
|
2
Baidu
BIDU
$32.8B
| $40.2M | 26.01% |
165,577
| – | – |
|
|
WFC.WS
3
DELISTED
Wells Fargo & Company Ws
WFC.WS
| $6.12M | 3.96% |
277,905
-100
| -0% | -$2.2K |
|
4
Carvana
CVNA
$51.4B
| $3.13M | 2.02% |
75,112
| – | – |
|
|
5
Wells Fargo
WFC
$263B
| $2K | ﹤0.01% |
+38
| New | +$2K |
|