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
326
$17K 0.01%
+2,398
327
$16.9K 0.01%
+1,250
328
$16.9K 0.01%
+735
329
$16.8K 0.01%
+105
330
$16.8K 0.01%
+114
331
$16.7K 0.01%
+474
332
$16.6K 0.01%
+201
333
$16.6K 0.01%
+20
334
$16.5K 0.01%
+163
335
$16.4K 0.01%
+338
336
$16.4K 0.01%
+123
337
$16.4K 0.01%
+86
338
$16.2K 0.01%
+491
339
$16.2K 0.01%
+418
340
$16.1K 0.01%
+399
341
$16.1K 0.01%
+73
342
$16K 0.01%
+309
343
$15.9K 0.01%
+49
344
$15.8K 0.01%
+269
345
$15.7K 0.01%
+169
346
$15.7K 0.01%
+129
347
$15.5K 0.01%
+57
348
$15.5K 0.01%
+193
349
$15.5K 0.01%
+900
350
$15.5K 0.01%
+234