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
551
$2.28K ﹤0.01%
+16
552
$2.21K ﹤0.01%
+50
553
$2.14K ﹤0.01%
+6
554
$2.14K ﹤0.01%
+32
555
$2.07K ﹤0.01%
+29
556
$2.06K ﹤0.01%
+47
557
$2.05K ﹤0.01%
+14
558
$2.02K ﹤0.01%
+50
559
$1.96K ﹤0.01%
+32
560
$1.95K ﹤0.01%
+125
561
$1.94K ﹤0.01%
+203
562
$1.92K ﹤0.01%
+113
563
$1.92K ﹤0.01%
+133
564
$1.87K ﹤0.01%
+5
565
$1.81K ﹤0.01%
+11
566
$1.8K ﹤0.01%
+784
567
$1.8K ﹤0.01%
+20
568
$1.79K ﹤0.01%
+12
569
$1.78K ﹤0.01%
+15
570
$1.77K ﹤0.01%
+91
571
$1.73K ﹤0.01%
+36
572
$1.61K ﹤0.01%
+112
573
$1.61K ﹤0.01%
+16
574
$1.6K ﹤0.01%
+126
575
$1.58K ﹤0.01%
+285
21 22
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