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
351
$15.5K 0.01%
+224
352
$15.4K 0.01%
+399
353
$15.4K 0.01%
+135
354
$15.4K 0.01%
+194
355
$15.3K 0.01%
+319
356
$15.2K 0.01%
+262
357
$15K 0.01%
+110
358
$15K 0.01%
+117
359
$14.9K 0.01%
+1,312
360
$14.9K 0.01%
+605
361
$14.7K 0.01%
+200
362
$14.2K 0.01%
+525
363
$14.2K 0.01%
+208
364
$14.1K 0.01%
+260
365
$14.1K 0.01%
+286
366
$14.1K 0.01%
+776
367
$14K 0.01%
+504
368
$13.9K 0.01%
+27
369
$13.9K 0.01%
+1,581
370
$13.9K 0.01%
+1,020
371
$13.8K 0.01%
+120
372
$13.8K 0.01%
+351
373
$13.8K 0.01%
+143
374
$13.7K 0.01%
+481
375
$13.7K 0.01%
+219