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
51
$400K 0.31%
+4,435
52
$399K 0.31%
+2,417
53
$382K 0.3%
+7,565
54
$380K 0.3%
+891
55
$375K 0.29%
+19,926
56
$369K 0.29%
+3,117
57
$366K 0.29%
+7,390
58
$364K 0.28%
+4,433
59
$319K 0.25%
+6,740
60
$303K 0.24%
+1,959
61
$297K 0.23%
+1,320
62
$276K 0.22%
+787
63
$275K 0.21%
+4,966
64
$274K 0.21%
+5,620
65
$272K 0.21%
+681
66
$272K 0.21%
+385
67
$271K 0.21%
+514
68
$270K 0.21%
+1,068
69
$269K 0.21%
+5,363
70
$265K 0.21%
+1,086
71
$260K 0.2%
+751
72
$260K 0.2%
+1,059
73
$251K 0.2%
+430
74
$244K 0.19%
+13,086
75
$239K 0.19%
+401
1 2
3
4 5