PCM
Punch Card Management Portfolio holdings
AUM
$310M
This Quarter Return
-3.38%
1 Year Return
+16.16%
3 Year Return
+59.1%
5 Year Return
+134.97%
10 Year Return
+291.56%
AUM
$202M
AUM Growth
+$202M
(-3.6%)
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 | 57.53% |
| 2 | Consumer Discretionary | 26.4% |
| 3 | Communication Services | 16.08% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1
Berkshire Hathaway Class A
BRK.A
$1.09T
| $116M | 57.53% |
373
| – | – |
|
2
Winnebago Industries
WGO
$1.01B
| $53.4M | 26.4% |
1,391,550
| – | – |
|
3
Baidu
BIDU
$32.8B
| $32.5M | 16.08% |
316,295
| – | – |
|