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
251
$25.5K 0.02%
+162
252
$25.4K 0.02%
+170
253
$25.1K 0.02%
+600
254
$25.1K 0.02%
+81
255
$24.6K 0.02%
+1,394
256
$24.5K 0.02%
+281
257
$24.4K 0.02%
+1,128
258
$24.2K 0.02%
+209
259
$24.2K 0.02%
+112
260
$24.1K 0.02%
+682
261
$24.1K 0.02%
+465
262
$24K 0.02%
+10,057
263
$24K 0.02%
+390
264
$23.9K 0.02%
+48
265
$23.9K 0.02%
+185
266
$23.9K 0.02%
+154
267
$23.9K 0.02%
+509
268
$23.7K 0.02%
+738
269
$23.2K 0.02%
+281
270
$22.9K 0.02%
+742
271
$22.7K 0.02%
+288
272
$22.6K 0.02%
+877
273
$22.2K 0.02%
+485
274
$22K 0.02%
+240
275
$21.9K 0.02%
+622