‍PM50 Growth Index & Sectors YTD Performance

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‍_{Return On Investment (ROI) from January 02, 2024 until July 31, 2024}

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PM50 Growth Privates versus Public Benchmarks/ETFs

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_{Indices from January 02, 2024 until July 31, 2024}

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Public v. Private (12mo)

The PM50 Growth tracks the performance of the 50 most active private names observed in the secondary market. It is an equal-weighted index, rebalanced on a monthly basis.

This rebalancing of constituents over time gives way for more active names to participate in what we observe as "market performance," and in a more appropriate manner than static selections and weightings criteria.

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_{Private Market: Sector Level}

|| Sector-level analysis for July, 2024‍

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PM50 Growth index was up 0.3% with volatility of its ROI at 34%.

Banking had the highest increase in ROI at 9.61% with volatility at 46%.

AI had the highest decrease in ROI at 3.75% with volatility at 26%.

Financial had the highest volatility of its ROI at 72%.

Entertainment had the lowest volatility of its ROI at 6%.

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MoM Return on Investment (ROI) for July

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Volatility of ROI

The volatility of ROI is calculated based on the movement over the previous 90 days i.e. between May 3, 2024 and July 31, 2024.

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Total Bid and Ask Volume and Ratio in July

The plot below shows the total bid and ask volume and their ratio within each sector for selected companies with significant activities.

35% of PM50 Growth's observed total volume of $3.5B was on the bid-side.

Banking sector had the highest bid volume ratio at 83% of the total $175.3M.

Blockchain & DeFi sectors had the highest ask volume ratio at 94% of the total $52.0M.

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Mean Bid to Ask Spread in July

The plot below shows the mean bid to ask spread within each sector for selected companies with significant activities.

PM50 Growth's mean bid to ask spread was 6.6%.

Blockchain & DeFi sectors had the highest mean bid to ask spread at 17.1%.

Automation sector had the lowest mean bid to ask spread at 1.7%.

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Sectors

Headquarters

CEO

Monthly Statistics

PM Insights highlights monthly statistics from January, 2021 until July, 2024.

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Monthly PM50 Growth ROI

The plot below displays PM50 Growth's monthly ROI. PM50 Growth's had the highest ROI at 20.36% in February 2021, and the lowest ROI at -11.49% in June 2022.

In July 2024, PM50 Growth's ROI was up by 0.3%.

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Monthly Institutional Level Activity

The plot below shows the number of institutional level ($1M+) Bid, Ask, or Trade contributions on a monthly basis.

March 2024 had the highest activity with 731 contributions with a volume over $1M.

There were 416 unique institutional level broker contribution in July 2024.

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Monthly Total Bid and Ask Volume

The plot below displays the sum of bid and ask volume on a monthly basis, as observed by PM Insights.

June 2021 had the highest total volume at $17.13B.

December 2021 had the lowest total volume at $1.96B.

July 2024 had a total volume of $4.90B, lower than June 2024 $6.85B total volume.

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Monthly Bid and Ask Volume Ratio

The plot below displays the ratio of bid and ask volume on a monthly basis.

January 2021 had the highest bid-side at 52.76% of the total volume $4.66B.

January 2022 had the highest ask-side at 93.19% of the total volume $5.74B.

July 2024 had 29.62% of the total volume $4.9B on the bid-side.

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Monthly Mean Bid and Ask Spread

The plot below displays the mean bid to ask spread on a monthly basis.

December 2022 had the highest mean bid to ask spread at 24.32%.

November 2021 had the lowest mean bid to ask spread at 6.76%.

July 2024 had a moderate mean bid to ask spread at 10.39%.

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Change in Composite Price (MoM)

PM Insights highlights the top five and bottom five companies with significant activities in terms of change in composite price between June 30, 2024 and July 31, 2024.

Netskope had the highest increase in composite price from $9.80 to $12.55.

Groq had the highest decrease in composite price from $28.46 to $18.08.

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Change in Total Bid and Ask Volume (MoM)

PM Insights highlights the top five and bottom five companies with significant activities in terms of change in total bid and ask volume between June and July of 2024.

Carta had the highest increase in volume from $14.53M to $230.32M.

Perplexity AI had the highest decrease in volume from $115.0M to $15.0M.

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Most Active Names Performance

Data as of July 31, 2024

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_{* Price (USD) estimated based on secondary market activity observed by PM Insights. Valuation is estimated based on said price and share count from state filings and/or news in the public domain. Note that share count in calculations may change as new filing documents are obtained.}

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