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
401
$11.7K 0.01%
+1,080
402
$11.6K 0.01%
+475
403
$11.4K 0.01%
+650
404
$11.4K 0.01%
+38
405
$11.4K 0.01%
+511
406
$11.4K 0.01%
+15
407
$11.2K 0.01%
+247
408
$11.1K 0.01%
+224
409
$11K 0.01%
+71
410
$10.9K 0.01%
+244
411
$10.8K 0.01%
+832
412
$10.8K 0.01%
+536
413
$10.6K 0.01%
+196
414
$10.3K 0.01%
+200
415
$10.2K 0.01%
+81
416
$10.2K 0.01%
+39
417
$10.1K 0.01%
+130
418
$9.88K 0.01%
+388
419
$9.88K 0.01%
+122
420
$9.54K 0.01%
+62
421
$9.36K 0.01%
+100
422
$9.32K 0.01%
+36
423
$9.27K 0.01%
+36
424
$9.21K 0.01%
+871
425
$9.07K 0.01%
+187