Popular sectors among PMS managers

When constructing their portfolio, fund managers of Portfolio Management Services (PMS) usually follow a bottom-up strategy. However, they also consider the sectors that these stocks are part of to assess how the shifting macro and other environments can affect their portfolio. We take a look at the popular sectors that the PMS managers believe have promising prospects. The top four sectors — financial services, capital goods, healthcare and IT — comprised about half of the PMS industry’s assets as of December 2024.