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
76
$239K 0.19%
+909
77
$231K 0.18%
+26,558
78
$230K 0.18%
+2,448
79
$225K 0.18%
+1,376
80
$206K 0.16%
+1,902
81
$203K 0.16%
+1,448
82
$203K 0.16%
+1,939
83
$202K 0.16%
+422
84
$199K 0.16%
+2,112
85
$193K 0.15%
+829
86
$191K 0.15%
+630
87
$183K 0.14%
+293
88
$181K 0.14%
+628
89
$180K 0.14%
+1,710
90
$175K 0.14%
+397
91
$171K 0.13%
+867
92
$170K 0.13%
+3,313
93
$170K 0.13%
+1,248
94
$169K 0.13%
+7,239
95
$165K 0.13%
+250
96
$165K 0.13%
+311
97
$165K 0.13%
+739
98
$160K 0.13%
+415
99
$155K 0.12%
+1,510
100
$155K 0.12%
+1,086
2 3
4
5 6