Asset Manager
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PJT Investments Corp.
Market Value
$296M
+44.6%
Holdings
10
+3
New Purchases
3
Added To
5
Closed
0
Reduced
0
Top 10 Concentration
100.0%
Turnover
30.0%
Top Buys (by % of Portfolio)
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 3 | $116M | 39.1% |
| Large Cap | 6 | $177M | 59.7% |
| Mid Cap | 1 | $3M | 1.1% |
Portfolio Analytics
Avg Market Cap
$722.2B
Median Market Cap
$75.1B
Avg P/E
24.0
Median P/E
24.7
Avg Dividend Yield
0.03%
Avg Beta
0.56
# Stocks
6
# ETFs / Funds
4
Top Holdings (10 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | IVV | 28.69% | 113,296 | $85M | $748.89 | $15M | +7,014 | +6.6% | |
| 2 | RSP | 17.90% | 248,755 | $53M | $212.77 | $5M | +800 | +0.3% | |
| 3 | TRI | 14.42% | 522,108 | $43M | $81.67 | — | +522,108 | — | NEW |
| 4 | ENB | 13.51% | 737,191 | $40M | $54.21 | $557K | +9,335 | +1.3% | |
| 5 | XLE | 8.95% | 498,205 | $26M | $53.12 | -$4M | — | — | |
| 6 | SPCX | 8.61% | 149,076 | $25M | $170.86 | — | +149,076 | — | NEW |
| 7 | PBA | 4.18% | 267,146 | $12M | $46.25 | $528K | +2,909 | +1.1% | |
| 8 | GOOGL | 1.84% | 15,267 | $5M | $357.37 | — | +15,267 | — | NEW |
| 9 | FIGR | 1.14% | 109,599 | $3M | $30.71 | -$355K | — | — | |
| 10 | VGK | 0.77% | 25,669 | $2M | $88.54 | $181K | +293 | +1.1% |