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
301
$19.5K 0.02%
+80
302
$19.5K 0.02%
+193
303
$19.3K 0.02%
+1,404
304
$19.3K 0.02%
+41
305
$19.3K 0.02%
+111
306
$19K 0.01%
+240
307
$18.9K 0.01%
+356
308
$18.8K 0.01%
+130
309
$18.8K 0.01%
+110
310
$18.7K 0.01%
+247
311
$18.7K 0.01%
+1,156
312
$18.7K 0.01%
+61
313
$18.6K 0.01%
+392
314
$18.6K 0.01%
+96
315
$18.3K 0.01%
+107
316
$17.9K 0.01%
+224
317
$17.8K 0.01%
+616
318
$17.5K 0.01%
+78
319
$17.3K 0.01%
+715
320
$17.2K 0.01%
+487
321
$17.2K 0.01%
+174
322
$17.1K 0.01%
+280
323
$17.1K 0.01%
+322
324
$17.1K 0.01%
+66
325
$17K 0.01%
+211