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
626
$514 ﹤0.01%
+6
627
$492 ﹤0.01%
+10
628
$471 ﹤0.01%
+13
629
$450 ﹤0.01%
+70
630
$410 ﹤0.01%
+26
631
$400 ﹤0.01%
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632
$312 ﹤0.01%
+50
633
$305 ﹤0.01%
+50
634
$294 ﹤0.01%
+10
635
$291 ﹤0.01%
+215
636
$267 ﹤0.01%
+15
637
$210 ﹤0.01%
+6
638
$164 ﹤0.01%
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639
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+1
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$109 ﹤0.01%
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641
$67 ﹤0.01%
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642
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646
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647
$21 ﹤0.01%
+1
648
$11 ﹤0.01%
+3
649
– –
0
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