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Pwm Commander Fundo De Investimento Financeiro Em Ações (0P0000UF5J)

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3.304 -0.004    -0.12%
02/10 - Closed. Currency in BRL
Type:  Fund
Market:  Brazil
Issuer:  Perfin Administração de Recursos Ltda
ISIN:  BRMMRHCTF007 
S/N:  10.488.866/0001-47
Asset Class:  Other
  • Morningstar Rating:
  • Total Assets: 155.42M
PWM COMMANDER FUNDO DE INVESTIMENTO EM AÇÕES INVES 3.304 -0.004 -0.12%

0P0000UF5J Holdings

 
Comprehensive information about top holdings and Key Holding Information for the PWM COMMANDER FUNDO DE INVESTIMENTO EM AÇÕES INVES (0P0000UF5J) fund. Our PWM COMMANDER FUNDO DE INVESTIMENTO EM AÇÕES INVES portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

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Name  Net %  Long %  Short %
Cash 5.470 7.980 2.510
Shares 29.280 29.410 0.130
Bonds 7.230 7.230 0.000
Preferred 0.860 0.860 0.000
Other 57.150 57.150 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 22.266 11.357
Price to Book 2.148 1.327
Price to Sales 2.440 0.981
Price to Cash Flow 12.898 4.983
Dividend Yield 0.810 5.616
5 Years Earnings Growth 10.329 13.995

Sector Allocation

Name  Net % Category Average
Financial Services 58.560 -1,602.720
Technology 14.610 6.674
Healthcare 5.360 13.527
Consumer Cyclical 4.870 118.958
Communication Services 4.400 -54.957
Industrials 3.700 1,779.750
Consumer Defensive 2.880 -85.548
Energy 2.020 -53.772
Utilities 1.410 270.566
Real Estate 1.110 12.828
Basic Materials 1.080 -264.160

Region Allocation

  • North America
  • Latin America
  • Europe Developed
  • Asia
  • Australasia
  • Emerging Markets
  • Developed Markets

Top Holdings

Number of long holdings: 34

Number of short holdings: 2

Name ISIN Weight % Last Change %
  Berkshire Hathaway BDR BRBERKBDR002 15.03 133.50 +0.91%
  Fundo de Invest Ishares SP 500 BRIVVBCTF001 13.72 402.40 -0.10%
Perfin Foresight Institucional FIC FIA - 13.40 - -
ETF MIRAE ASSET S&P/B3 INGENIUS BDRS FDO DE INDICE BRGTECCTF003 11.74 - -
Perfin PWM FIC FIA - 9.05 - -
PERFIN DISCOVERY II FDO DE INVESTIMENTO EM PARTICIPAÇÕES BR0EXSCTF001 7.70 - -
Perfin Utilities Alocadores FIC FIA - 5.02 - -
Bradesco TPF Simples FI RF - 3.17 - -
SPCTWO FDO DE INVESTIMENTO EM PARTICIPAÇÕES MULTIESTRATÉGIA BR08S5CTF007 3.14 - -
  Tesouro IPCA + NTNB 6 15-May-2045 BRSTNCNTB0A6 2.99 3,790.630 +0.58%

Top Other Funds by Perfin Wealth Management Ltda.

  Name Rating Total Assets YTD% 3Y% 10Y%
  ONGO PRAZO INVESTIMENTO NO EXTERIOR 404.96M 4.49 5.13 11.68
  PWM CHALLENGER RT FUNDO DE INVESTIM 325.58M 1.89 8.06 11.76
  PWM JASPE FUNDO DE INVESTIMENTO MUL 299.56M 8.53 10.27 9.38
  PWM CHALLENGER RT II FUNDO DE INVES 129.51M 6.26 10.25 10.89
  NOVA BOSSA FUNDO DE INVESTIMENTO MU 113.26M -23.16 -4.33 1.66
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