PCMC

Planning Capital Management Corporation Portfolio holdings

AUM $151M
1-Year Est. Return 30.62%
This Quarter Est. Return
1 Year Est. Return
+30.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$128M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
650
New
Increased
Reduced
Closed

Top Buys

1
+$5.01M
2
+$4.7M
3
+$4.66M
4
MRK icon
Merck
MRK
+$4.59M
5
JNJ icon
Johnson & Johnson
JNJ
+$4.2M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Staples 16.68%
2 Industrials 10.05%
3 Healthcare 9.62%
4 Technology 8.06%
5 Consumer Discretionary 7.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$33.3K 0.03%
+186
227
$33.2K 0.03%
+2,111
228
$33.1K 0.03%
+503
229
$32.7K 0.03%
+266
230
$31.2K 0.02%
+396
231
$31K 0.02%
+500
232
$31K 0.02%
+891
233
$30.7K 0.02%
+837
234
$30.3K 0.02%
+104
235
$30.2K 0.02%
+417
236
$30K 0.02%
+248
237
$29.9K 0.02%
+7,220
238
$29.5K 0.02%
+554
239
$29.4K 0.02%
+4,600
240
$29.2K 0.02%
+727
241
$28.9K 0.02%
+805
242
$28.7K 0.02%
+491
243
$28.2K 0.02%
+279
244
$27.8K 0.02%
+953
245
$27.3K 0.02%
+1,440
246
$27.2K 0.02%
+743
247
$27.1K 0.02%
+329
248
$26.9K 0.02%
+186
249
$26.1K 0.02%
+200
250
$26.1K 0.02%
+2,659
8 9
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