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
126
$111K 0.09%
+1,983
127
$107K 0.08%
+1,177
128
$107K 0.08%
+1,484
129
$106K 0.08%
+315
130
$105K 0.08%
+2,608
131
$104K 0.08%
+1,686
132
$104K 0.08%
+935
133
$102K 0.08%
+544
134
$101K 0.08%
+3,100
135
$100K 0.08%
+629
136
$97.2K 0.08%
+778
137
$94.2K 0.07%
+1,600
138
$91.8K 0.07%
+1,738
139
$89.8K 0.07%
+195
140
$86K 0.07%
+432
141
$85.7K 0.07%
+841
142
$85.6K 0.07%
+310
143
$85.3K 0.07%
+189
144
$83.2K 0.07%
+335
145
$83K 0.06%
+325
146
$81.9K 0.06%
+9,656
147
$80.7K 0.06%
+2,492
148
$80.5K 0.06%
+1,311
149
$79.8K 0.06%
+710
150
$79.4K 0.06%
+454