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
576
$1.57K ﹤0.01%
+14
577
$1.56K ﹤0.01%
+18
578
$1.54K ﹤0.01%
+18
579
$1.51K ﹤0.01%
+110
580
$1.51K ﹤0.01%
+27
581
$1.48K ﹤0.01%
+19
582
$1.44K ﹤0.01%
+25
583
$1.39K ﹤0.01%
+18
584
$1.39K ﹤0.01%
+10
585
$1.36K ﹤0.01%
+6
586
$1.32K ﹤0.01%
+10
587
$1.32K ﹤0.01%
+96
588
$1.31K ﹤0.01%
+34
589
$1.3K ﹤0.01%
+5
590
$1.25K ﹤0.01%
+23
591
$1.24K ﹤0.01%
+17
592
$1.17K ﹤0.01%
+3
593
$1.15K ﹤0.01%
+187
594
$1.14K ﹤0.01%
+26
595
$1.09K ﹤0.01%
+20
596
$1.08K ﹤0.01%
+303
597
$1.05K ﹤0.01%
+18
598
$1.02K ﹤0.01%
+113
599
$997 ﹤0.01%
+53
600
$990 ﹤0.01%
+24
22 23
24
25 26