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PITCAIRN COMPANY

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JENKINTOWN PA
13F Summary

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Equal-WT
WhaleScore 2.0 ?

85

S&P 500
WhaleScore ?

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Equal-WT
WhaleScore 1.0 ?

Pitcairn Company is based out of Jenkintown. Their last reported 13F filing for Q4 2023 included $1,304,113,371 in managed 13F securities and a top 10 holdings concentration of 32.28%. Pitcairn Company's largest holding is iShares Russell 3000 ETF-iShares Russell 3000 ETF with shares held of 541,782. Whalewisdom has at least 49 13F filings

2023-12-31

Top Buys (13F)

2023-12-31

Top Sells (13F)

2023-12-31

13F Holdings Summary

Name $ Change
IWV iShares Russell 3000 11.37%
COM DIREXION AUSPICE BRD 3.69%
MSFT Microsoft Corp. 2.96%
CWI SPDR(R) MSCI ACWI EX 2.49%
AAPL Apple Inc 2.42%

2023-12-31

13F Activity

Market Value $1.30b, Prior: $1.17b
New Purchases 47 stocks
Added To 199 stocks
Sold out of 47 stocks
Reduced holdings in 347 stocks
Top 10 Holdings % 32.28%
Turnover %[1] 15.56%
Turnover Alt %[2] 6.47%
Time Held Top 20 19 quarters
Time Held Top 10 16.2 quarters
Time Held All 21.8 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

2023-12-31

13F Sector Allocation Over Time

2023-12-31

Analysis

Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31

Portfolio Performance