Asset Manager
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PJT Investments Corp.
Market Value
$95M
Holdings
5
New Purchases
0
Added To
5
Closed
0
Reduced
0
Top 10 Concentration
100.0%
Turnover
0.0%
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 1 | $19M | 20.1% |
| Large Cap | 4 | $76M | 79.9% |
Portfolio Analytics
Avg Market Cap
$222.6B
Median Market Cap
$87.8B
Avg P/E
23.3
Median P/E
23.3
Avg Dividend Yield
0.04%
Avg Beta
0.87
# Stocks
2
# ETFs / Funds
3
Top Holdings (5 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | ENB | 37.57% | 708,513 | $36M | $50.46 | $4M | +9,872 | +1.4% | |
| 2 | RSP | 29.24% | 146,707 | $28M | $189.70 | $1M | +544 | +0.4% | |
| 3 | IVV | 20.12% | 28,611 | $19M | $669.30 | $8M | +10,919 | +61.7% | |
| 4 | PBA | 10.96% | 257,837 | $10M | $40.46 | $881K | +3,198 | +1.3% | |
| 5 | VGK | 2.10% | 25,077 | $2M | $79.80 | $62K | +56 | +0.2% |