Private Asset Management Inc Portfolio Holdings
Private Asset Management Inc
- $419 Million
- Q3 2023
Private Asset Management Inc has filed its 13F form on October 20, 2023 for Q3 2023 where it was disclosed a total value porftolio of $419 Million distributed in 118 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Qualcomm Inc with a value of $34.6M, Apple Inc. with a value of $27.2M, Microsoft Corp with a value of $22.9M, Alphabet Inc. with a value of $21.9M, and Costco Wholesale Corp with a value of $18.2M.
Examining the 13F form we can see an decrease of $93.5M in the current position value, from $513M to 419M.
Below you can find more details about Private Asset Management Inc portfolio as well as his latest detailed transactions.
Portfolio value
$419 Million
Technology: $127 Million
Financial Services: $62.8 Million
Healthcare: $47.4 Million
Consumer Cyclical: $36.6 Million
Consumer Defensive: $36.2 Million
Communication Services: $29 Million
ETFs: $20.8 Million
Industrials: $20.6 Million
Other: $37.2 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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