PM

PSF Mid-Cap Growth Portfolio

Mutual Fund
PSF Mid-Cap Growth Portfolio
Last update 2024-08-29 114 Stocks (10 new)
Value $402.00 Mil Turnover 9 %
Countries:
Top Holdings: CRWD(2.57%)TTD(2.24%)ROST(2.07%)TT(1.88%)DASH(1.84%)
Portfolio Report
Summary Stock Picks Current Portfolio
PSF Mid-Cap Growth Portfolio Top Holdings of 2024-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
CRWD 		CrowdStrike Holdings Inc
27,003
10347.280
-20.11%
2.570
-0.52%
0.010
+38.52%
+20.47%
75395.984
Software
TTD 		The Trade Desk Inc
92,342
9019.040
+12.58%
2.240
+0.25%
0.020
+44.12%
+66.68%
59160.647
Software
ROST 		Ross Stores Inc
57,216
8314.630
-12.27%
2.070
-0.28%
0.020
+4.86%
+3.61%
47216.440
Retail - Cyclical
TT 		Trane Technologies PLC
22,995
7563.750
-22.90%
1.880
-0.49%
0.010
+24.52%
+61.32%
87824.563
Construction
DASH 		DoorDash Inc
67,926
7388.990
+13.01%
1.840
+0.21%
0.020
+31.46%
+61.25%
66239.084
Interactive Media
DXCM 		DexCom Inc
62,363
7070.720
+13.02%
1.760
+0.20%
0.020
-4.74%
-44.40%
26951.082
Medical Devices & Instruments
CPRT 		Copart Inc
129,175
6996.120
-15.44%
1.740
-0.33%
0.010
+3.85%
+7.94%
50952.893
Business Services
BAH 		Booz Allen Hamilton Holding Corp
42,820
6590.000
+6.89%
1.640
+0.11%
0.030
+28.55%
+46.36%
23673.734
Business Services
A 		Agilent Technologies Inc
50,629
6563.040
-9.77%
1.630
-0.19%
0.020
+4.40%
+1.51%
40343.678
Medical Diagnostics & Research
HUBS 		HubSpot Inc
10,871
6411.610
+5.51%
1.600
+0.08%
0.020
+26.97%
-0.39%
29694.006
Software

PSF Mid-Cap Growth Portfolio's Historical Top Holdings Breakdowns

PSF Mid-Cap Growth Portfolio's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
TER 		Teradyne Inc2024-06-30New Buy
+1.07%
●
95.97 ($127.01) 151.75
$105.45
-16.98%
New holding
29,103
29,103
SWAV Shockwave Medical Inc2024-06-30Sold Out
-1.02%
●
319.93 ($329.09) 334.83
$334.75
1.72%
Sold Out
0
-13,129
WDAY 		Workday Inc2024-06-30Reduce
-0.74%
●
207.08 ($240.75) 272.44
$241.25
0.21%
Reduce -88.54%
1,477
-11,409
RMD 		ResMed Inc2024-06-30Sold Out
-0.56%
●
173.83 ($202.9) 220.63
$245.74
21.11%
Sold Out
0
-11,938
LULU 		Lululemon Athletica Inc2024-06-30Sold Out
-0.53%
●
295.25 ($334.33) 385.2
$319.23
-4.52%
Sold Out
0
-5,687
CRWD 		CrowdStrike Holdings Inc2024-06-30Reduce
-0.52%
●
282.64 ($332.59) 390.43
$307.58
-7.52%
Reduce -20.11%
27,003
-6,797
AAON 		AAON Inc2024-06-30New Buy
+0.51%
●
71.99 ($81.53) 94.47
$113.02
38.62%
New holding
23,336
23,336
CELH 		Celsius Holdings Inc2024-06-30New Buy
+0.50%
●
55.86 ($75.59) 96.09
$31.73
-58.02%
New holding
35,509
35,509
INSM 		Insmed Inc2024-06-30New Buy
+0.50%
●
22 ($38.78) 69.71
$69.30
78.70%
New holding
30,166
30,166
TT 		Trane Technologies PLC2024-06-30Reduce
-0.49%
●
288.27 ($318.03) 345.38
$390.29
22.72%
Reduce -22.9%
22,995
-6,830

PSF Mid-Cap Growth Portfolio Total Holding History ($B)

To

PSF Mid-Cap Growth Portfolio's Asset Allocation

To

PSF Mid-Cap Growth Portfolio Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

PSF Mid-Cap Growth Portfolio's Hypothetical Growth since 2024-06-30

PSF Mid-Cap Growth Portfolio's Yearly Returns

Year Portfolio % % Excess Gain %

PSF Mid-Cap Growth Portfolio's Holdings Heat Map

Size field:

PSF Mid-Cap Growth Portfolio's Holdings Bubble Chart

PSF Mid-Cap Growth Portfolio News

  • 1

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