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
526
$3.19K ﹤0.01%
+24
527
$3.15K ﹤0.01%
+21
528
$3.13K ﹤0.01%
+1,500
529
$3.01K ﹤0.01%
+16
530
$3K ﹤0.01%
+87
531
$2.99K ﹤0.01%
+21
532
$2.92K ﹤0.01%
+35
533
$2.91K ﹤0.01%
+7
534
$2.9K ﹤0.01%
+253
535
$2.8K ﹤0.01%
+22
536
$2.8K ﹤0.01%
+31
537
$2.79K ﹤0.01%
+12
538
$2.79K ﹤0.01%
+27
539
$2.73K ﹤0.01%
+139
540
$2.67K ﹤0.01%
+19
541
$2.61K ﹤0.01%
+108
542
$2.58K ﹤0.01%
+21
543
$2.57K ﹤0.01%
+36
544
$2.54K ﹤0.01%
+22
545
$2.51K ﹤0.01%
+16
546
$2.5K ﹤0.01%
+11
547
$2.43K ﹤0.01%
+12
548
$2.4K ﹤0.01%
+53
549
$2.38K ﹤0.01%
+30
550
$2.3K ﹤0.01%
+100
20 21
22
23 24