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
$142M
AUM Growth
+$4.72M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
766
New
Increased
Reduced
Closed

Top Buys

1 +$521K
2 +$469K
3 +$426K
4
AVGO icon
Broadcom
AVGO
+$413K
5
MSFT icon
Microsoft
MSFT
+$410K

Top Sells

1 +$1.28M
2 +$525K
3 +$400K
4
MMM icon
3M
MMM
+$349K
5
PXD
Pioneer Natural Resource Co.
PXD
+$334K

Sector Composition

1 Consumer Staples 17.31%
2 Industrials 10.27%
3 Healthcare 9.66%
4 Technology 8.64%
5 Consumer Discretionary 6.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
PSX icon
451
Phillips 66
PSX
$51.9B
$5.93K ﹤0.01%
42
NTAP icon
452
NetApp
NTAP
$22.2B
$5.92K ﹤0.01%
46
IP icon
453
International Paper
IP
$20.2B
$5.86K ﹤0.01%
136
PPL icon
454
PPL Corp
PPL
$25.4B
$5.53K ﹤0.01%
200
USB icon
455
US Bancorp
USB
$84.2B
$5.52K ﹤0.01%
139
AMD icon
456
Advanced Micro Devices
AMD
$347B
$5.52K ﹤0.01%
34
+7
PINS icon
457
Pinterest
PINS
$17.6B
$5.51K ﹤0.01%
125
NDAQ icon
458
Nasdaq
NDAQ
$54.5B
$5.42K ﹤0.01%
90
AMLP icon
459
Alerian MLP ETF
AMLP
$10.5B
$5.28K ﹤0.01%
110
DUK icon
460
Duke Energy
DUK
$89.9B
$5.21K ﹤0.01%
52
AIG icon
461
American International
AIG
$46.4B
$5.12K ﹤0.01%
69
SRE icon
462
Sempra
SRE
$56.7B
$5.1K ﹤0.01%
67
SPOT icon
463
Spotify
SPOT
$120B
$5.02K ﹤0.01%
16
OCFC icon
464
OceanFirst Financial
OCFC
$1.15B
$4.93K ﹤0.01%
310
GILD icon
465
Gilead Sciences
GILD
$154B
$4.8K ﹤0.01%
70
VLO icon
466
Valero Energy
VLO
$49.6B
$4.7K ﹤0.01%
30
CG icon
467
Carlyle Group
CG
$21.5B
$4.7K ﹤0.01%
130
-99
HSY icon
468
Hershey
HSY
$38.4B
$4.6K ﹤0.01%
25
FVRR icon
469
Fiverr
FVRR
$736M
$4.52K ﹤0.01%
193
LVS icon
470
Las Vegas Sands
LVS
$45.3B
$4.42K ﹤0.01%
+100
AWK icon
471
American Water Works
AWK
$25.4B
$4.4K ﹤0.01%
34
CTSH icon
472
Cognizant
CTSH
$41.2B
$4.35K ﹤0.01%
64
IPG
473
DELISTED
Interpublic Group of Companies
IPG
$4.31K ﹤0.01%
148
ELF icon
474
e.l.f. Beauty
ELF
$4.8B
$4.21K ﹤0.01%
+20
CME icon
475
CME Group
CME
$97B
$4.13K ﹤0.01%
21