FCM

Firsthand Capital Management Portfolio holdings

AUM $55.6M
This Quarter Return
+15.1%
1 Year Return
+75.1%
3 Year Return
+106.52%
5 Year Return
+131.21%
10 Year Return
+1,211.43%
AUM
$102M
AUM Growth
Cap. Flow
+$102M
Cap. Flow %
100%
Top 10 Hldgs %
72.27%
Holding
45
New
45
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Technology 32.6%
2 Communication Services 25.87%
3 Industrials 20.91%
4 Consumer Discretionary 5.44%
5 Real Estate 3.62%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
WOLF icon
26
Wolfspeed
WOLF
$203M
$319K 0.31%
+5,000
New +$319K
ABB
27
DELISTED
ABB Ltd.
ABB
$303K 0.3%
+14,000
New +$303K
JCI icon
28
Johnson Controls International
JCI
$68.9B
$293K 0.29%
+8,200
New +$293K
SUNE
29
DELISTED
SUNEDISON, INC COM
SUNE
$287K 0.28%
+35,130
New +$287K
PX
30
DELISTED
Praxair Inc
PX
$276K 0.27%
+2,400
New +$276K
PWR icon
31
Quanta Services
PWR
$55.8B
$265K 0.26%
+10,000
New +$265K
ROC
32
DELISTED
ROCKWOOD HLDGS INC
ROC
$256K 0.25%
+4,000
New +$256K
MMM icon
33
3M
MMM
$81B
$252K 0.25%
+2,300
New +$252K
HON icon
34
Honeywell
HON
$136B
$244K 0.24%
+3,080
New +$244K
POWI icon
35
Power Integrations
POWI
$2.46B
$235K 0.23%
+5,799
New +$235K
RTX icon
36
RTX Corp
RTX
$212B
$232K 0.23%
+2,500
New +$232K
FSLR icon
37
First Solar
FSLR
$21.6B
$223K 0.22%
+5,000
New +$223K
SPWR
38
DELISTED
SunPower Corporation Common Stock
SPWR
$222K 0.22%
+10,931
New +$222K
GTAT
39
DELISTED
GT ADVANCED TECHNOLOGIES INC COM STK (DE)
GTAT
$132K 0.13%
+31,900
New +$132K
PWER
40
DELISTED
POWER-ONE INC COM STK NEW (DE)
PWER
$99K 0.1%
+15,700
New +$99K
JASO
41
DELISTED
JA Solar Holdings, Co., Ltd
JASO
$94K 0.09%
+13,000
New +$94K
YGE
42
DELISTED
Yingli Green Energy Holding Comp
YGE
$65K 0.06%
+20,000
New +$65K
OESX icon
43
Orion Energy Systems
OESX
$26M
$35K 0.03%
+14,000
New +$35K
MEA
44
DELISTED
METALICO INC
MEA
$14K 0.01%
+11,500
New +$14K