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
476
$5.25K ﹤0.01%
+193
477
$5.23K ﹤0.01%
+90
478
$5.19K ﹤0.01%
+11
479
$5.17K ﹤0.01%
+286
480
$5.17K ﹤0.01%
+116
481
$5.16K ﹤0.01%
+500
482
$5.11K ﹤0.01%
+66
483
$5.04K ﹤0.01%
+72
484
$4.99K ﹤0.01%
+81
485
$4.89K ﹤0.01%
+135
486
$4.83K ﹤0.01%
+64
487
$4.83K ﹤0.01%
+148
488
$4.79K ﹤0.01%
+32
489
$4.75K ﹤0.01%
+258
490
$4.67K ﹤0.01%
+69
491
$4.67K ﹤0.01%
+128
492
$4.66K ﹤0.01%
+25
493
$4.63K ﹤0.01%
+125
494
$4.61K ﹤0.01%
+200
495
$4.51K ﹤0.01%
+60
496
$4.49K ﹤0.01%
+200
497
$4.48K ﹤0.01%
+1,033
498
$4.48K ﹤0.01%
+221
499
$4.45K ﹤0.01%
+34
500
$4.39K ﹤0.01%
+33
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