PCMC
Planning Capital Management Corporation Portfolio holdings
AUM
$151M
1-Year Est. Return
30.62%
1 Year Est. Return
+30.62%
AUM
$151M
AUM Growth
+$9.27M
(+6.5%)
Holding
925
Top Buys
| 1 | +$1.18M | |
| 2 | +$1.01M | |
| 3 | +$805K | |
| 4 |
iShares Russell Mid-Cap Growth ETF
IWP
|
+$796K |
| 5 |
Comcast
CMCSA
|
+$709K |
Top Sells
| 1 | +$3.71M | |
| 2 | +$950K | |
| 3 | +$834K | |
| 4 |
Walmart
WMT
|
+$789K |
| 5 |
Southern Company
SO
|
+$754K |
Sector Composition
| 1 | Consumer Staples | 17.55% |
| 2 | Technology | 10.44% |
| 3 | Healthcare | 8.9% |
| 4 | Industrials | 8.9% |
| 5 | Consumer Discretionary | 6.1% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
901
Regions Financial
RF
$21.6B
| – | – |
-16
|
|
||
902
Rockwell Automation
ROK
$41B
| – | – |
-25
|
|
||
903
Roper Technologies
ROP
$48.3B
| – | – |
-120
|
|
||
904
Ross Stores
ROST
$52.4B
| – | – |
-1,115
|
|
||
905
Banco Santander
SAN
$150B
| – | – |
-6,115
|
|
||
906
Shell
SHEL
$214B
| – | – |
-352
|
|
||
907
Sylvamo
SLVM
$1.58B
| – | – |
-10
|
|
||
908
Sanofi
SNY
$122B
| – | – |
-439
|
|
||
909
Sony
SONY
$167B
| – | – |
-1,440
|
|
||
910
Simon Property Group
SPG
$57.7B
| – | – |
-16
|
|
||
911
Invesco S&P 500 GARP ETF
SPGP
$2.65B
| – | – |
-355
|
|
||
912
Sempra
SRE
$60.4B
| – | – |
-67
|
|
||
913
Strategic Education
STRA
$1.78B
| – | – |
-530
|
|
||
914
State Street
STT
$32.6B
| – | – |
-130
|
|
||
915
Stanley Black & Decker
SWK
$10.3B
| – | – |
-8
|
|
||
916
Sysco
SYY
$34.9B
| – | – |
-17
|
|
||
917
Takeda Pharmaceutical
TAK
$42.4B
| – | – |
-1,453
|
|
||
918
TE Connectivity
TEL
$72.7B
| – | – |
-19
|
|
||
919
Target
TGT
$41.6B
| – | – |
-49
|
|
||
920
TripAdvisor
TRIP
$1.79B
| – | – |
-26
|
|
||
921
T. Rowe Price
TROW
$22.2B
| – | – |
-6
|
|
||
922
Tyson Foods
TSN
$18.4B
| – | – |
-18
|
|
||
923
Unilever
UL
$149B
| – | – |
-29
|
|
||
924
Unum
UNM
$12.4B
| – | – |
-53
|
|