SSIM
PIM

Sheets Smith Investment Management’s Franklin Master Intermediate Income Trust PIM Stock Holding History

Sheets Smith Investment Management’s Portfolio PIM Stock Details PIM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$3.79M Buy
+1,102,294
New +$3.71M 2.46% 4

Other funds holding PIM

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
CPRC
Consolidated Portfolio Review Corp Woodbury, New York $1.1B AUM 8.96% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
PM
Penbrook Management New York $132M AUM 29.91% 1-Year Est. Return
GCP
Gill Capital Partners Denver, Colorado $348M AUM 14.74% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Sheets Smith Investment Management's PIM Position: Q3 2025 in Review

Sheets Smith Investment Management opened a new position in Franklin Master Intermediate Income Trust (PIM) in Q3 2025: 1,102,294 shares worth $3.79M. The stake represents 2.46% of the portfolio and ranks #4 among its holdings.

60 funds tracked by Wall St. Rank hold PIM as of Q3 2025.

  • Sheets Smith Investment Management held 1,102,294 shares of Franklin Master Intermediate Income Trust worth $3.79M as of Q3 2025.
  • Franklin Master Intermediate Income Trust was a new Sheets Smith Investment Management position in Q3 2025.
  • Franklin Master Intermediate Income Trust made up 2.46% of Sheets Smith Investment Management's portfolio in Q3 2025, its #4 holding.
  • 60 funds tracked by Wall St. Rank held Franklin Master Intermediate Income Trust as of Q3 2025.

Based on Sheets Smith Investment Management's 13F filing for Q3 2025, filed 8 Oct 2025.