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
426
$8.92K 0.01%
+150
427
$8.79K 0.01%
+39
428
$8.73K 0.01%
+132
429
$8.72K 0.01%
+46
430
$8.53K 0.01%
+77
431
$8.4K 0.01%
+187
432
$8.33K 0.01%
+157
433
$8.32K 0.01%
+70
434
$8.15K 0.01%
+84
435
$8.09K 0.01%
+69
436
$8.02K 0.01%
+72
437
$7.92K 0.01%
+400
438
$7.87K 0.01%
+34
439
$7.86K 0.01%
+117
440
$7.81K 0.01%
+53
441
$7.7K 0.01%
+100
442
$7.66K 0.01%
+515
443
$7.54K 0.01%
+70
444
$7.41K 0.01%
+590
445
$7.33K 0.01%
+16
446
$7.02K 0.01%
+69
447
$7K 0.01%
+42
448
$6.97K 0.01%
+43
449
$6.96K 0.01%
+91
450
$6.91K 0.01%
+187
16 17
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