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
$142M
AUM Growth
+$4.72M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
766
New
Increased
Reduced
Closed

Top Buys

1 +$521K
2 +$469K
3 +$426K
4
AVGO icon
Broadcom
AVGO
+$413K
5
MSFT icon
Microsoft
MSFT
+$410K

Top Sells

1 +$1.28M
2 +$525K
3 +$400K
4
MMM icon
3M
MMM
+$349K
5
PXD
Pioneer Natural Resource Co.
PXD
+$334K

Sector Composition

1 Consumer Staples 17.31%
2 Industrials 10.27%
3 Healthcare 9.66%
4 Technology 8.64%
5 Consumer Discretionary 6.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
RXRX icon
676
Recursion Pharmaceuticals
RXRX
$2.22B
$60 ﹤0.01%
+8
RYAN icon
677
Ryan Specialty Holdings
RYAN
$6.81B
$58 ﹤0.01%
+1
VNDA icon
678
Vanda Pharmaceuticals
VNDA
$399M
$57 ﹤0.01%
+10
SGMA
679
DELISTED
Sigmatron International
SGMA
$56 ﹤0.01%
+10
CRSP icon
680
CRISPR Therapeutics
CRSP
$5.32B
$55 ﹤0.01%
+1
ASO icon
681
Academy Sports + Outdoors
ASO
$3.58B
$54 ﹤0.01%
+1
INUV icon
682
Inuvo
INUV
$38.9M
$52 ﹤0.01%
+20
SDRL icon
683
Seadrill
SDRL
$1.97B
$52 ﹤0.01%
+1
GARP
684
iShares MSCI USA Quality GARP ETF
GARP
$1.08B
$52 ﹤0.01%
+1
GTLB icon
685
GitLab
GTLB
$6.4B
$50 ﹤0.01%
+1
UAL icon
686
United Airlines
UAL
$36.9B
$49 ﹤0.01%
+1
BBAI icon
687
BigBear.ai
BBAI
$2.73B
$46 ﹤0.01%
+30
ITRM icon
688
Iterum Therapeutics
ITRM
$19.5M
$46 ﹤0.01%
+40
LAZR icon
689
Luminar Technologies
LAZR
$47.1M
$45 ﹤0.01%
+2
S icon
690
SentinelOne
S
$5.01B
$43 ﹤0.01%
+2
DNA icon
691
Ginkgo Bioworks
DNA
$491M
$34 ﹤0.01%
+3
GERN icon
692
Geron
GERN
$849M
$34 ﹤0.01%
+8
IREN icon
693
Iris Energy
IREN
$11.5B
$34 ﹤0.01%
+3
EDIT icon
694
Editas Medicine
EDIT
$228M
$33 ﹤0.01%
+7
SOUN icon
695
SoundHound AI
SOUN
$4.63B
$32 ﹤0.01%
+8
NKTX icon
696
Nkarta
NKTX
$127M
$30 ﹤0.01%
+5
PACB icon
697
Pacific Biosciences
PACB
$556M
$28 ﹤0.01%
+20
BEST
698
DELISTED
BEST Inc. American Depositary Shares, each representing twenty (20) Class A Ordinary Shares
BEST
$28 ﹤0.01%
+10
TOVX icon
699
Theriva Biologics
TOVX
$6.43M
$26 ﹤0.01%
+4
WBA
700
DELISTED
Walgreens Boots Alliance
WBA
$25 ﹤0.01%
+2