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
101
$154K 0.12%
+1,115
102
$153K 0.12%
+433
103
$144K 0.11%
+1,945
104
$141K 0.11%
+538
105
$140K 0.11%
+4,875
106
$140K 0.11%
+903
107
$139K 0.11%
+1,388
108
$135K 0.11%
+1,224
109
$134K 0.11%
+328
110
$134K 0.1%
+2,206
111
$133K 0.1%
+12,239
112
$131K 0.1%
+651
113
$125K 0.1%
+1,490
114
$124K 0.1%
+5,258
115
$124K 0.1%
+902
116
$120K 0.09%
+5,683
117
$119K 0.09%
+949
118
$119K 0.09%
+382
119
$118K 0.09%
+1,013
120
$117K 0.09%
+1,050
121
$117K 0.09%
+3,258
122
$116K 0.09%
+1,160
123
$116K 0.09%
+1,825
124
$115K 0.09%
+1,199
125
$115K 0.09%
+6,832
3 4
5
6 7