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
601
$982 ﹤0.01%
+40
602
$937 ﹤0.01%
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603
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+25
604
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605
$891 ﹤0.01%
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606
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607
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608
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610
$796 ﹤0.01%
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619
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621
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622
$608 ﹤0.01%
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623
$560 ﹤0.01%
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624
$538 ﹤0.01%
+2
625
$522 ﹤0.01%
+1
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