PS
Pamela Simms Portfolio
Invests via CAPITAL MANAGEMENT Corp. /VA | Managed by Pamela Simms
Invests via CAPITAL MANAGEMENT Corp. /VA
Managed by Pamela Simms
Automatically Tracked
Pamela Simms Profile
With a distinguished background in corporate finance and strategic leadership, Pamela Simms has been pivotal in driving operational excellence within high-growth organizations. Her expertise encompasses mergers and acquisitions, alongside optimizing financial performance through innovative business solutions. Known for her ability to identify market opportunities, she plays an instrumental role in shaping company strategy and enhancing competitive positioning. With extensive experience across various sectors, she possesses a keen understanding of industry dynamics that inform her approach to executive decision-making. Her contributions continue to resonate as influential within the spheres of investment and corporate governance.
With a distinguished background in corporate finance and strategic leadership, Pamela Simms has been pivotal in driving operational excellence within high-growth organizations. Her expertise encompasses mergers and acquisitions, alongside optimizing financial performance through innovative business solutions. Known for her ability to identify market opportunities, she plays an instrumental role in shaping company strategy and enhancing competitive positioning. With extensive experience across various sectors, she possesses a keen understanding of industry dynamics that inform her approach to executive decision-making. Her contributions continue to resonate as influential within the spheres of investment and corporate governance.
Investment Philosophy & Strategy
Identifying strategic opportunities in dynamic markets often defines investment approaches. Pamela Simms draws upon her substantial expertise in corporate finance to foster growth through targeted acquisitions and operational advancements. Her focus on performance optimization is coupled with a relentless drive to enhance competitive advantages, enabling the identification of emerging trends that offer compelling value propositions. By leveraging her extensive background across various industries, she crafts nuanced strategies that prioritize sustainability and adaptability within complex landscapes. This multidimensional perspective not only positions investments for success but also cultivates long-term viability amidst evolving economic conditions.
Identifying strategic opportunities in dynamic markets often defines investment approaches. Pamela Simms draws upon her substantial expertise in corporate finance to foster growth through targeted acquisitions and operational advancements. Her focus on performance optimization is coupled with a relentless drive to enhance competitive advantages, enabling the identification of emerging trends that offer compelling value propositions. By leveraging her extensive background across various industries, she crafts nuanced strategies that prioritize sustainability and adaptability within complex landscapes. This multidimensional perspective not only positions investments for success but also cultivates long-term viability amidst evolving economic conditions.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
-0.01%
Gain 0%
Monthly
0%
Yearly
0%
Drawdown
0.12%
$169.8B
Equity
Holdings
$169.8B
Investment
$169.68B
$117.73M
Profit -$29,996.01
Realized
-$0
Unrealized
$117.73M
Dividends
$171.06M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0.004%
Profit
-$29,996.01
Win %
71%
This Week
Compared To Last Week
Gain
0%
Profit
$744,231.9
Win %
71%
This Month
Compared to last month
Gain
-0.001%
Profit
-$2.43M
Win %
71%
This Year
Compared to last year
Gain
0.03%
Profit
$48.83M
Win %
71%
XRAY Dentsply Sirona Inc.
+3.73%
+$22,963.5 
ATR AptarGroup, Inc.
+3.7%
+$529,254 
AMGN Amgen Inc.
+3.34%
+$1.63M 
TMO Thermo Fisher Scientific Inc.
+3.01%
+$1.26M 
BMY Bristol-Myers Squibb Company
+2.77%
+$53,498.93 
ORCL Oracle Corporation
+2.55%
+$714,742 
RPM RPM International Inc.
+2.52%
+$37,781.12 
HUBG Hub Group Inc.
+2.44%
+$69,141.6 
CASY Casey's General Stores Inc.
+2.37%
+$451,432.29 
HOG Harley-Davidson Inc.
+2.32%
+$9,875 
DIS The Walt Disney Company
+2.22%
+$22,241.97 
IBM International Business Machines Corporation
+2.06%
+$18,445.62 
COF Capital One Financial Corporation
+2%
+$20,369.95 
BSX Boston Scientific Corporation
+1.85%
+$23,532 
PFE Pfizer Inc.
+1.32%
+$57,456.21 
TR Tootsie Roll Industries, Inc.
+1.29%
+$5,014.59 
HTLD Heartland Express Inc.
+1.29%
+$22,431.16 
PGR Progressive Corporation
+1.26%
+$74,243.72 
BBT Beacon Financial Corporation
+1.18%
+$7,887.36 
BAC Bank of America Corporation
+1.12%
+$20,499.9 
MSFT Microsoft Corp.
+1.01%
+$46,893 
MRK Merck & Co., Inc.
+0.73%
+$8,432.63 
GE General Electric Company
+0.68%
+$40,446.21 
PEP PepsiCo, Inc.
+0.63%
+$25,691.58 
IMAX Imax Corporation
+0.62%
+$5,000 
KO The Coca-Cola Company
+0.55%
+$35,784.3 
MTX Minerals Technologies Inc.
+0.54%
+$16,065 
JNJ Johnson & Johnson
+0.47%
+$24,597.3 
NSC Norfolk Southern Corporation
+0.19%
+$11,129.4 
GCI Gannett Co., Inc.
0%
$0 
PRCP Perceptron Inc
0%
$0 CCTY
CCTYQ
0%
$0 5850
58501T306
0%
$0 6070
607059102
0%
$0 0236
02364J104
0%
$0 BLS
BLS
0%
$0 SBC
SBC
0%
$0 0019
001957109
0%
$0 9285
92857T107
0%
$0 FO
FO
0%
$0 3373
337358105
0%
$0 SGP
SGP
0%
$0 RD
RD
0%
$0 OCR
OCR
0%
$0 S
S
0%
$0 EDS
EDS
0%
$0 5526
55268B106
0%
$0 7487
748767100
0%
$0 LU
LU
0%
$0 0488
048825103
0%
$0 2574
257470104
0%
$0 MOLX
MOLXA
0%
$0 8816
881694103
0%
$0 GK
GK
0%
$0 9615
961548104
0%
$0 1841
184190106
0%
$0 HCC
HCC
0%
$0 SVM
SVM
0%
$0 HMA
HMA
0%
$0 GLK
GLK
0%
$0 2470
247025109
0%
$0 8592
859205106
0%
$0 3732
373298702
0%
$0 IDMC
IDMCQ
0%
$0 LFGR
LFGRQ
0%
$0 MOLX
MOLX
0%
$0 ODP
ODP
0%
$0 SPSS
SPSS
0%
$0 1441
144141108
0%
$0 KEA
KEA
0%
$0 UDR
UDR
0%
$0 3389
338915101
0%
$0 6040
604059105
0%
$0 3374
337477103
0%
$0 7595
75952J108
0%
$0 CUNO
CUNO
0%
$0 1248
124875105
0%
$0 5916
59162P104
0%
$0 6184
61844A109
0%
$0 7665
766573109
0%
$0 0326
032683302
0%
$0 XRIT
XRIT
0%
$0 7181
718154107
0%
$0 0778
077853109
0%
$0 3022
302290101
0%
$0 3453
345370100
0%
$0 
AEIS Advanced Energy Industries Inc.
-6.78%
-$594,383.66 
GLW Corning Incorporated
-4.2%
-$465,412.5 
CSCO Cisco Systems, Inc.
-3.84%
-$209,698.56 
RHI Robert Half Inc.
-3.15%
-$1.58M 
CGNX Cognex Corporation
-3.1%
-$52,895 
FAST Fastenal Co.
-2.72%
-$2.06M 
XRX Xerox Holdings Corporation
-1.85%
-$273,925.6 
SLB Schlumberger Limited
-1.22%
-$39,606.7 
BP BP p.l.c. Sponsored ADR
-0.34%
-$3,521.76 
TKR Timken Co.
-0.28%
-$11,822.81 
APA APA Corporation
-0.15%
-$5,724.18 
AA Alcoa Corporation
-0.1%
-$290.92 Events
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Dividends
Dividend Analysis
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No Data
| Trades 98 | Longs Won 34/98 34% | Profit Factor 1.59 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $22.89M |
| Average Win $9.35M | Best Trade (Oct 14) $73.04M | Sharpe Ratio -28,463.97 |
| Average Loss -$3.13M | Worst Trade (Oct 15) -$198.64M | Z-Score -2.45 (100%) |
| Commissions $0 | Avg. Trade Length 27y 3m 3w 3d | Expectancy $1.2M |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 55,556 | 50,000 | 44,444 | 38,889 | 33,333 | 27,778 | 22,222 | 16,667 | 11,111 | 5,556 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| 0019 001957109 | 1.76M | $1.31B | $1.31B | - | - | - | 0.0 |
| 0236 02364J104 | 3.19M | $2.99B | $2.99B | - | - | - | 0.0 |
| 0326 032683302 | 64,300 | $1.6B | $1.6B | - | - | - | 0.0 |
| 0488 048825103 | 2,650 | $221.44M | $221.44M | - | - | - | 0.0 |
| 0778 077853109 | 6,096 | $398.53M | $398.53M | - | - | - | 0.0 |
| 1248 124875105 | 7,088 | $374.78M | $374.78M | - | - | - | 0.0 |
| 1441 144141108 | 6,100 | $261.16M | $261.16M | - | - | - | 0.0 |
| 1841 184190106 | 108,850 | $1.25B | $1.25B | - | - | - | 0.0 |
| 2470 247025109 | 8,450 | $312.65M | $312.65M | - | - | - | 0.0 |
| 2574 257470104 | 452,861 | $16.26B | $16.26B | - | - | - | 0.0 |
| 3022 302290101 | 42,069 | $3.24B | $3.24B | - | - | - | 0.0 |
| 3373 337358105 | 28,100 | $1.32B | $1.32B | - | - | - | 0.0 |
| 3374 337477103 | 19,785 | $971.94M | $971.94M | - | - | - | 0.0 |
| 3389 338915101 | 9,200 | $408.25M | $408.25M | - | - | - | 0.0 |
| 3453 345370100 | 7,900 | $445.86M | $445.86M | - | - | - | 0.0 |
| 3732 373298702 | 350,082 | $20.95B | $20.95B | - | - | - | 0.0 |
| 5526 55268B106 | 6,671 | $574.13M | $574.13M | - | - | - | 0.0 |
| 5850 58501T306 | 69,561 | $908.68M | $908.68M | - | - | - | 0.0 |
| 5916 59162P104 | 35,850 | $596.01M | $596.01M | - | - | - | 0.0 |
| 6040 604059105 | 8,900 | $773.75M | $773.75M | - | - | - | 0.0 |
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Option values are updated at end of day.
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Pamela Simms?
The largest contributions to the portfolio's profits come from the following stocks: Xerox Holdings Corporation - $74.45M, Robert Half Inc - $32.89M, General Electric Company - $11.13M, Amgen Inc - $9.74M, and Fastenal Co - $9.42M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
What dividends does Pamela Simms's portfolio generate?
The portfolio generates substantial dividend income, with a total of $171.06M earned over time. The largest contributors to dividend income include Xerox Holdings Corporation - $74.45M, Robert Half Inc - $32.89M, General Electric Company - $11.13M, Amgen Inc - $9.74M, and Fastenal Co - $9.42M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Pamela Simms's monthly returns?
Pamela Simms's monthly returns appear relatively stable. The month-to-month changes are limited, and the overall pattern suggests a fairly consistent performance profile rather than sharp swings. For users reviewing this investor, that usually points to a more predictable strategy with lower short-term turbulence.
Can Pamela Simms's strategy be considered aggressive or moderate?
Pamela Simms's strategy can be considered conservative. The overall risk profile appears relatively controlled, with limited drawdowns and a stable structure. This type of approach is typically focused on preserving capital while achieving steady, incremental growth.
Should beginners follow Pamela Simms's strategy?
Pamela Simms's strategy appears suitable for beginners. The overall risk level, structure, and behavior of the portfolio suggest a relatively manageable approach that does not rely on extreme volatility or complex positioning. This makes it easier for less experienced users to understand and potentially follow.
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