Breaking News

Pwm Allocation Fundo De Investimento Em Cotas De Fundos De Investimento Multimercado Crédito Privado (0P0000U98M)

Add to/Remove from a Portfolio Add to Watchlist

5.234 -0.010 -0.25%

08/01 - Closed. Currency in BRL

Type: Fund

Market: Brazil

Issuer: Perfin Administração de Recursos Ltda

ISIN: BRPFN6CTF002

S/N: 09.643.534/0001-00

Asset Class: Other

Morningstar Rating:
Total Assets: 1.49M

General
Chart
- Streaming charts
- Interactive Chart
News & Analysis
- Analysis & Opinion
Technical
- Technical Analysis
Forum

0P0000U98M Holdings

Comprehensive information about top holdings and Key Holding Information for the PWM ALLOCATION FUNDO DE INVESTIMENTO EM COTAS DE F (0P0000U98M) fund. Our PWM ALLOCATION FUNDO DE INVESTIMENTO EM COTAS DE F portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

Create Alert

Add to Watchlist

Add to/Remove from a Portfolio

Name	Net %	Long %	Short %
Stocks	22.510	26.890	4.380
Bonds	60.900	61.730	0.830
Preferred	0.020	0.020	0.000
Other	16.710	28.260	11.550

Style Box

Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	7.210	10.067
Price to Book	1.097	1.370
Price to Sales	0.886	1.277
Price to Cash Flow	3.080	9.276
Dividend Yield	6.970	5.657
5 Years Earnings Growth	10.712	14.770

Sector Allocation

Name	Net %	Category Average
Financial Services	22.760	-4.635
Utilities	20.930	44.019
Energy	16.410	13.280
Basic Materials	14.980	8.617
Consumer Cyclical	8.580	10.232
Industrials	8.540	20.976
Consumer Defensive	4.010	4.740
Healthcare	1.940	7.469
Real Estate	0.940	2.839
Communication Services	0.770	-2.714
Technology	0.140	4.947

Region Allocation

Latin America

Emerging Markets

Top Holdings

Number of long holdings: 8

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
Bradesco TPF Simples FI RF	-	36.52	-	-
Capstone Macro PWM FIC FIM	-	27.60	-	-
SPX Mirage 2000 Timercado FIM C Priv IE	-	15.59	-	-
Kapitalo PWM FIC FIM	-	12.97	-	-
SECRETARIA TESOURO NACIONAL 01/06/30	BRSTNCLF1RQ4	4.30	-	-
Clave Alpha Macro PWM FIC FIM	-	3.92	-	-

Top Other Funds by Perfin Wealth Management Ltda.

Name	Total Assets	YTD%	3Y%	10Y%
PWM CHALLENGER RT FUNDO DE INVESTIM	452.04M	20.29	6.56	12.79
ONGO PRAZO INVESTIMENTO NO EXTERIOR	365.97M	3.57	7.17	11.59
PWM JASPE FUNDO DE INVESTIMENTO MUL	271.12M	6.36	9.03	9.52
PANCETTI FUNDO DE INVESTIMENTO MULT	110.44M	9.27	-0.27	11.73
NOVA BOSSA FUNDO DE INVESTIMENTO MU	146.78M	0.19	8.54	5.77

We encourage you to use comments to engage with users, share your perspective and ask questions of authors and each other. However, in order to maintain the high level of discourse we’ve all come to value and expect, please keep the following criteria in mind:

Enrich the conversation
Stay focused and on track. Only post material that’s relevant to the topic being discussed.
Be respectful. Even negative opinions can be framed positively and diplomatically.
Use standard writing style. Include punctuation and upper and lower cases.
NOTE: Spam and/or promotional messages and links within a comment will be removed
Avoid profanity, slander or personal attacks directed at an author or another user.
Don’t Monopolize the Conversation. We appreciate passion and conviction, but we also believe strongly in giving everyone a chance to air their thoughts. Therefore, in addition to civil interaction, we expect commenters to offer their opinions succinctly and thoughtfully, but not so repeatedly that others are annoyed or offended. If we receive complaints about individuals who take over a thread or forum, we reserve the right to ban them from the site, without recourse.
Only English comments will be allowed.

Perpetrators of spam or abuse will be deleted from the site and prohibited from future registration at Investing.com’s discretion.

I have read and understood Investing.com Philippines's comment guidelines and agree to the terms described.

I Agree

0P0000U98M Comments

Write your thoughts about Pwm Allocation Fundo De Investimento Em Cotas De Fundos De Investimento Multimercado Crédito Privado

Are you sure you want to delete this chart?

Delete Cancel

Post

Post also to:

Replace the attached chart with a new chart ?

Replace Cancel

1000

Comment Guidelines

Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.

Please wait a minute before you try to comment again.

Thanks for your comment. Please note that all comments are pending until approved by our moderators. It may therefore take some time before it appears on our website.

<div id="comment">
				<div class="comment js-comment" data-comment-id="{commentID}" id="comment-{commentID}" data-user-id="">
    <div class="mainComment js-content">
       <div class="commentInnerWrapper">
        <a href="{userLink}" class="js-user-link"><img src="{userImage}" width="33" height="33" alt="{usernameAlt}" class="img" onerror="this.src='https://i-invdn-com.investing.com/defaultUserMaleTmp.png';"></a><div class="commentBody">
                					<span class="commentUsername">
                    	<a href="{userLink}" class="js-user-link js-user-name">{username}</a>
					</span>
                                <span class="js-date" comment-date="{dateFormat}" comment-date-formatted="{dateFormatted}" title="{dateTitle}">Just Now</span>
                <div class="commentDropDown js-commentDropDownWrapper " data-user-id="" data-cid="{commentID}">
	<a href="javascript:void(0);" class="threeDotsIconSmall js-thinDropdownArrow"></a>
	<div class="tooltipPopup commentActionsPop noHeader js-commentDropDownOptions displayNone">
		<div class="addRow js-option share">
			<a href="javascript:void(0);" class="js-commentSharePopup" data-cid="{commentID}" data-curl="{commentLink}"><span class="smallShareIcon middle"></span>Share</a>
		</div>

<div class="js-option addRow follow">
            <div class="js-follow-post-button" data-reg_ep="follow comment">
                <span class="alertfollowIcon middle"></span>Follow this post            </div>
            <div class="js-unfollow-post-button displayNoneImp">
                <span class="alertUnfollowIcon middle"></span>Unfollow this post            </div>
        </div>

<div class="addRow js-option save"  data-reg_ep="save comment">
		<a href="javascript:void(0);" class="js-save-item-btn" data-item-type="comments" data-item-id="{commentID}">
			<i class="saveItemBigIcon middle"></i>
			Save		</a>
	</div>
	<div class="addRow saveItemsConfirmation noHover displayNone js-saveItemResult">
		
<div class="content js-saveItemSuccess displayNone">
	<span class="mediumGreenSuccessIcon"></span><span>Saved. See <a href="/members-admin/saved-items" target="_blank">Saved Items</a>.</span>
	<a href="javascript:void(0);" class="bugCloseIcon js-close"></a>
</div>
<div class="content js-saveItemAlreadySaved saveItemAlreadySaved displayNoneImp">
	<span>This comment has already been saved in your <a href="/members-admin/saved-items" target="_blank">Saved Items</a></span>
	<a href="javascript:void(0);" class="bugCloseIcon js-close"></a>
</div>
	</div>

<div class="addRow shareButtons js-sharePopup displayNone">
			<div class="js-shareComment"><span class="js-shareCommentSpan"></span></div>
		</div>
	</div>
</div>
                 <div class="commentAuthor js-comment-by-author"><span class="commentAuthorIcon"></span>Author's response</div>             </div>
		<div id="commentText-{commentID}" class="js-text-wrapper commentText withImage">
							<div id="commentBigChart{commentID}" class="commentBigChart js-comment-chart" onclick="openViewChartPopup('{commentID}')">
					<img src="https://d62-invdn-com.investing.com/comments_images/{commentImage}" alt="{commentAlt}">
					<i class="newMagnifyChartIcon"></i>
				</div>
						<span class="js-text">{commentContent}</span>
			<div class="clear"></div>
							<div class="commentButtons js-not-master-user">
					<a href="javascript:void(0)" class="reply js-reply-btn" data-real-parent-id="{commentID}" data-to-user-name="{username}" data-to-user-id="">Reply</a>
					<div class="inlineblock likeDislikeBox js-like-dislike-box" data-item-id="{commentID}">
	<input class="js-like-checkbox" type="checkbox" name="option" value="Yes" id="like_{commentID}">
	<label for="like_{commentID}" class="like" title="I agree"></label>
	<span class="numOfLikes js-like-count lighterGrayFont">0</span>
	<input class="js-dislike-checkbox" type="checkbox" name="option" value="No" id="dislike_{commentID}">
	<label for="dislike_{commentID}" class="dislike" title="I disagree"></label>
	<span class="numOfDislikes js-dislike-count lighterGrayFont">0</span>
</div>

<div class="reportComment js-flag float_lang_base_2">
                            <a href="javascript:void(0);" id="commentFlag_{commentID}">
                                <span class="reportCommentIcon middle"></span><span class="inlineblock middle">Report</span>
                            </a>
                        </div>
                    				</div>
					</div>
	   </div>
	</div>
	</div>			</div>
			<div id="reply">
				
    <div class="commentReply js-comment js-comment-reply" data-comment-id="{commentID}" id="comment-{commentID}" data-user-id="">
		<div class="commentInnerWrapper"><a href="{userLink}" class="js-user-link"><img src="{userImage}" width="33" height="33" alt="{usernameAlt}" class="img" onerror="this.src='https://i-invdn-com.investing.com/defaultUserMaleTmp.png';"></a><div class="commentBody js-content">
            				<span class="commentUsername">
					<a href="{userLink}" class="commentUsername js-user-link js-user-name" onMouseOver="">{username}</a>
				</span>
                        <span class="js-date" comment-date="{dateFormat}" comment-date-formatted="{dateFormatted}" title="{dateTitle}">Just Now</span>
			 <div class="commentAuthor js-comment-by-author"><span class="commentAuthorIcon"></span>Author's response</div> 			<div class="commentDropDown js-commentDropDownWrapper " data-user-id="" data-cid="{commentID}">
	<a href="javascript:void(0);" class="threeDotsIconSmall js-thinDropdownArrow"></a>
	<div class="tooltipPopup commentActionsPop noHeader js-commentDropDownOptions displayNone">
		<div class="addRow js-option share">
			<a href="javascript:void(0);" class="js-commentSharePopup" data-cid="{commentID}" data-curl="{commentLink}"><span class="smallShareIcon middle"></span>Share</a>
		</div>

</div>
		<div id="commentText-{commentID}" class="js-text-wrapper commentText withImage">
							<div id="commentBigChart{commentID}" class="replyBigChart displayNone js-comment-chart">
					<img src="https://d62-invdn-com.investing.com/comments_images/{commentImage}" alt="{commentAlt}">
					<i class="newMagnifyChartIcon"></i>
				</div>
				<span id="commentSmallChart{commentID}" class="commentSmallChart pointer js-comment-chart" onclick="openViewChartPopup('{commentID}')">
                    <img src="https://d62-invdn-com.investing.com/comments_images/{commentImageSmall}" width="116" height="52" alt="{commentAlt}">
                    <span class="chartMagnifyOverlay displayNone"></span>
                    <span class="searchGlassIcon chartMagnify displayNone"></span>
                </span>
						<span class="js-text">{commentContent}</span>
			<div class="clear"></div>
							<div class="commentButtons js-not-master-user">
					<a href="javascript:void(0)" class="reply js-reply-btn" data-real-parent-id="{commentID}" data-to-user-name="{username}" data-to-user-id="">Reply</a>
					<div class="inlineblock likeDislikeBox js-like-dislike-box" data-item-id="{commentID}">
	<input class="js-like-checkbox" type="checkbox" name="option" value="Yes" id="like_{commentID}">
	<label for="like_{commentID}" class="like" title="I agree"></label>
	<span class="numOfLikes js-like-count lighterGrayFont">0</span>
	<input class="js-dislike-checkbox" type="checkbox" name="option" value="No" id="dislike_{commentID}">
	<label for="dislike_{commentID}" class="dislike" title="I disagree"></label>
	<span class="numOfDislikes js-dislike-count lighterGrayFont">0</span>
</div>

Are you sure you want to delete this chart?

Delete Cancel

Post

Replace the attached chart with a new chart ?

Replace Cancel

1000

Comment Guidelines

Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.

Please wait a minute before you try to comment again.

I feel that this comment is:

Spam

Offensive

Thank You!

Your report has been sent to our moderators for review

More Categories

1D1W1M6M1Y5YMax

PSEi Composite	6,343.10	-153.22	-2.36%
Nikkei 225	39,190.40	-414.69	-1.05%
Shanghai	3,160.76	-7.76	-0.24%
US 500	5,842.4	+15.9	+0.27%
US Tech 100	20,831.8	-349.2	-1.65%
DAX	20,132.85	-81.94	-0.41%
Dollar Index	109.490	+0.490	+0.45%

Crude Oil WTI	77.18	+1.43	+1.89%
Brent Oil	80.92	+0.01	+0.01%
Natural Gas	3.930	-0.059	-1.48%
Gold	2,715.00	+24.20	+0.90%
Silver	30.295	-1.019	-3.25%
US Soybeans	1,052.00	+27.00	+2.63%
Copper	4.3265	+0.0225	+0.52%

Philippines 2Y	5.775	+0.046	+0.80%
Philippines 10Y	6.315	+0.047	+0.75%
Philippines 20Y	6.436	+0.061	+0.96%
U.S. 2Y	4.384	-0.013	-0.30%
U.S. 10Y	4.782	+0.008	+0.17%
U.S. 30Y	4.964	0.000	0.00%
Germany 10Y	2.5675	-0.0005	0.00%

Alphabet C	193.17	-2.22	-1.14%
Golden Haven	2,248.00	0.00	0.00%
Anheuser Busch ADR	46.41	+0.26	+0.56%
Booking	4,763.90	+24.35	+0.51%
Apple	236.85	-5.85	-2.41%
Alibaba ADR	80.54	+0.01	+0.01%
Tesla	403.31	+8.57	+2.17%

Recent Quotes

	Name	Price	Chg.	Chg. %
	PWM ALLOCATION FU.	5.234	-0.010	-0.25%