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
451
$6.89K 0.01%
+19
452
$6.81K 0.01%
+534
453
$6.76K 0.01%
+222
454
$6.74K 0.01%
+100
455
$6.63K 0.01%
+213
456
$6.53K 0.01%
+279
457
$6.29K ﹤0.01%
+48
458
$6.2K ﹤0.01%
+113
459
$6.15K ﹤0.01%
+63
460
$6.04K ﹤0.01%
+71
461
$6.04K ﹤0.01%
+116
462
$6K ﹤0.01%
+67
463
$5.98K ﹤0.01%
+162
464
$5.86K ﹤0.01%
+150
465
$5.81K ﹤0.01%
+51
466
$5.71K ﹤0.01%
+140
467
$5.71K ﹤0.01%
+184
468
$5.71K ﹤0.01%
+468
469
$5.69K ﹤0.01%
+211
470
$5.64K ﹤0.01%
+105
471
$5.61K ﹤0.01%
+97
472
$5.6K ﹤0.01%
+207
473
$5.58K ﹤0.01%
+1,340
474
$5.45K ﹤0.01%
+168
475
$5.38K ﹤0.01%
+310