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
276
$21.9K 0.02%
+230
277
$21.8K 0.02%
+439
278
$21.8K 0.02%
+179
279
$21.6K 0.02%
+300
280
$21.6K 0.02%
+124
281
$21.6K 0.02%
+277
282
$21.5K 0.02%
+90
283
$21.5K 0.02%
+314
284
$21.3K 0.02%
+108
285
$21.2K 0.02%
+227
286
$21K 0.02%
+493
287
$20.8K 0.02%
+86
288
$20.7K 0.02%
+1,453
289
$20.7K 0.02%
+406
290
$20.5K 0.02%
+314
291
$20.1K 0.02%
+536
292
$20.1K 0.02%
+322
293
$20.1K 0.02%
+305
294
$19.9K 0.02%
+90
295
$19.9K 0.02%
+126
296
$19.9K 0.02%
+204
297
$19.8K 0.02%
+139
298
$19.8K 0.02%
+988
299
$19.7K 0.02%
+82
300
$19.5K 0.02%
+152