Asset Manager
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PJT Investments Corp.
Market Value
$205M
+102.9%
Holdings
7
+2
New Purchases
2
Added To
5
Closed
0
Reduced
0
Top 10 Concentration
100.0%
Turnover
28.6%
Top Buys (by % of Portfolio)
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 1 | $69M | 33.9% |
| Large Cap | 5 | $131M | 64.2% |
| Mid Cap | 1 | $4M | 1.8% |
Portfolio Analytics
Avg Market Cap
$165.8B
Median Market Cap
$41.2B
Avg P/E
29.2
Median P/E
23.5
Avg Dividend Yield
0.03%
Avg Beta
0.57
# Stocks
3
# ETFs / Funds
4
Top Holdings (7 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | IVV | 33.94% | 106,282 | $69M | $653.21 | $43M | +68,029 | +177.8% | |
| 2 | RSP | 23.26% | 247,955 | $48M | $191.92 | $19M | +100,757 | +68.5% | |
| 3 | ENB | 19.26% | 727,856 | $39M | $54.14 | $5M | +9,540 | +1.3% | |
| 4 | XLE | 14.92% | 498,205 | $31M | $61.26 | — | +498,205 | — | NEW |
| 5 | PBA | 5.78% | 264,237 | $12M | $44.76 | $2M | +2,897 | +1.1% | |
| 6 | FIGR | 1.82% | 109,599 | $4M | $33.95 | — | +109,599 | — | NEW |
| 7 | VGK | 1.02% | 25,376 | $2M | $82.43 | -$22K | +100 | +0.4% |