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
26
$1.35M 1.06%
+26,017
27
$1.22M 0.95%
+3,246
28
$1.03M 0.81%
+10,320
29
$1.03M 0.81%
+41,070
30
$975K 0.76%
+6,921
31
$902K 0.71%
+3,295
32
$775K 0.61%
+1,630
33
$769K 0.6%
+2,952
34
$752K 0.59%
+10,688
35
$729K 0.57%
+12,465
36
$682K 0.53%
+2,279
37
$668K 0.52%
+3,924
38
$600K 0.47%
+4,295
39
$509K 0.4%
+3,410
40
$508K 0.4%
+5,096
41
$508K 0.4%
+3,518
42
$494K 0.39%
+6,232
43
$492K 0.38%
+9,558
44
$471K 0.37%
+22,704
45
$459K 0.36%
+5,906
46
$441K 0.35%
+12,291
47
$439K 0.34%
+2,059
48
$429K 0.34%
+7,258
49
$407K 0.32%
+3,761
50
$401K 0.31%
+2,361
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