tradingkey.logo
avatar

Private Capital

Private Capital Management

Private Capital Management was founded by Bruce Sherman in 1986. Sherman is a Certified Public Accountant, and prior to starting Private Capital Management he worked for the Collier Family and was involved in their investments. Sherman retired in March 2009, after which Gregg J. Powers took over as the CEO. Powers began his investment career as a healthcare analyst at Raymond James Financial. He joined PCM's investment research team in 1988.

Shares Held
Asset Size
% Top 10
191
$1.06B
44.42%
Latest2025Q3
Top BuysAIOT (US)
Top SellsIWG (GB)

Sector Allocation

Level 3 sector breakdown
Level 1 sector breakdown
Level 2 sector breakdown
Level 3 sector breakdown
Software & IT Services
Banking Services
Investment Banking & Investment Services
Pharmaceuticals
Professional & Commercial Services
Hotels & Entertainment Services
Aerospace & Defense
Automobiles & Auto Parts
Healthcare Equipment & Supplies
Insurance
Textiles & Apparel
Other

Holdings

2025Q3
2025Q3
2025Q2
2025Q1
2024Q4
2024Q3
2024Q2
2024Q1
2023Q4
2023Q3
2023Q2
No.
Name
% Portfolio
Shares Traded
Mkt Value (Date)
Market Value
Shares Held
Industry
Report Date
8.43%
-89.70K
$89.41M
$89.41M
1.86M
Pharmaceuticals
2025-09-30
6.06%
+35.00
$64.27M
$64.27M
4.15M
Software & IT Services
2025-09-30
4.13%
-160.25K
$43.76M
$43.76M
987.25K
Professional & Commercial Services
2025-09-30
3.85%
-2.39K
$40.79M
$40.79M
313.85K
Investment Banking & Investment Services
2025-09-30
3.80%
-2.10K
$40.24M
$40.24M
227.16K
Pharmaceuticals
2025-09-30
3.71%
+11.68K
$39.34M
$39.34M
4.16M
Investment Banking & Investment Services
2025-09-30
7
ECN Capital Ord Shs (CA)
ECN
3.67%
-33.65K
$38.87M
--
19.05M
Banking Services
2025-09-30
3.64%
+610.66K
$38.54M
$38.54M
7.35M
Software & IT Services
2025-09-30
3.61%
-340.41K
$38.25M
$38.25M
4.51M
Hotels & Entertainment Services
2025-09-30
10
Secure Waste Infrastructure Ord Shs (CA)
SES
3.53%
-10.68K
$37.47M
$4.39M
2.63M
Professional & Commercial Services
2025-09-30
KeyAI