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Aman Bhangu

@Pacifica Partners Inc.

Latest period2024 - Q4ReportedManaged Assets$231.432MTotal holdings481
Assets growth rate-4.43%Assets growth rate (2-Q avg)-0.24%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Pacifica Partners Inc.'s 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 481 positions.

Assets under management

The assets under management (AUM) of Pacifica Partners Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 231.432M in assets, with a quarterly growth rate of -4.43% and a 2-quarter average growth rate of -0.24%. The portfolio is managed by Aman Bhangu, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
VWOVanguard Intl Equity Index F
Recent Activity
Increased 0.98%
0.03%
$67,935
1,547 shares@ $43.92 avg price
INTUIntuit
Recent Activity
Increased 27.7%
0.03%
$51,663
83 shares@ $622.45 avg price
TMToyota Motor Corp
Recent Activity
Increased 7.4%
0.03%
$47,703
247 shares@ $193.13 avg price
CIThe Cigna Group
Recent Activity
Increased 18.94%
0.02%
$43,081
157 shares@ $274.41 avg price
DUKDuke Energy Corp New
Recent Activity
Increased 0.29%
0.02%
$38,243
355 shares@ $107.73 avg price
PANWPalo Alto Networks Inc
Recent Activity
Increased 100%
0.02%
$32,533
180 shares@ $180.74 avg price
TROWPrice T Rowe Group Inc
Recent Activity
Increased 8%
0.02%
$30,626
270 shares@ $113.43 avg price
MOAltria Group Inc
Recent Activity
Increased 1.54%
0.02%
$27,817
530 shares@ $52.49 avg price
SCHASchwab Strategic Tr
Recent Activity
Increased 100%
0.02%
$25,798
998 shares@ $25.85 avg price
CMICummins Inc
Recent Activity
Increased 45.46%
0.01%
$22,250
64 shares@ $347.66 avg price