PCMC

Planning Capital Management Corporation Portfolio holdings

AUM $151M
1-Year Est. Return 30.62%
This Fund
S&P 500
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
BDX icon
76
Becton Dickinson
BDX
$59.8B
$254K 0.18%
1,086
IBM icon
77
IBM
IBM
$279B
$241K 0.17%
1,393
+8
ALL icon
78
Allstate
ALL
$54B
$234K 0.16%
1,463
+7
LBTYK icon
79
Liberty Global Class C
LBTYK
$3.92B
$230K 0.16%
12,867
TJX icon
80
TJX Companies
TJX
$173B
$213K 0.15%
1,938
-400
ORCL icon
81
Oracle
ORCL
$410B
$209K 0.15%
1,479
IVV icon
82
iShares Core S&P 500 ETF
IVV
$762B
$209K 0.15%
382
ACN icon
83
Accenture
ACN
$148B
$208K 0.15%
686
-28
NOW icon
84
ServiceNow
NOW
$105B
$207K 0.15%
1,315
CRM icon
85
Salesforce
CRM
$179B
$205K 0.14%
798
+70
NEE icon
86
NextEra Energy
NEE
$186B
$201K 0.14%
2,841
-94
VO icon
87
Vanguard Mid-Cap ETF
VO
$94.6B
$199K 0.14%
824
CEG icon
88
Constellation Energy
CEG
$94.7B
$198K 0.14%
991
UNP icon
89
Union Pacific
UNP
$150B
$198K 0.14%
877
-12
AMGN icon
90
Amgen
AMGN
$207B
$191K 0.13%
612
-6
ZTS icon
91
Zoetis
ZTS
$56.2B
$190K 0.13%
1,097
ABNB icon
92
Airbnb
ABNB
$74.1B
$189K 0.13%
1,244
+1
SPGI icon
93
S&P Global
SPGI
$133B
$186K 0.13%
418
LOW icon
94
Lowe's Companies
LOW
$156B
$181K 0.13%
821
+1
PM icon
95
Philip Morris
PM
$285B
$174K 0.12%
1,719
-202
SCHV icon
96
Schwab US Large-Cap Value ETF
SCHV
$15.4B
$174K 0.12%
7,041
DPZ icon
97
Domino's
DPZ
$13.3B
$168K 0.12%
326
+145
META icon
98
Meta Platforms (Facebook)
META
$1.67T
$168K 0.12%
333
ABT icon
99
Abbott
ABT
$193B
$164K 0.12%
1,576
ROST icon
100
Ross Stores
ROST
$61.7B
$162K 0.11%
1,115
2 3
4
5 6