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
151
$79.3K 0.06%
+677
152
$79K 0.06%
+520
153
$78.4K 0.06%
+756
154
$78K 0.06%
+22
155
$77K 0.06%
+1,340
156
$75.1K 0.06%
+893
157
$75K 0.06%
+725
158
$74.6K 0.06%
+181
159
$73K 0.06%
+1,971
160
$72.7K 0.06%
+933
161
$69.9K 0.05%
+300
162
$69.6K 0.05%
+1,933
163
$69.3K 0.05%
+1,600
164
$68.8K 0.05%
+287
165
$67.8K 0.05%
+295
166
$67K 0.05%
+13,342
167
$66.1K 0.05%
+813
168
$65.8K 0.05%
+344
169
$65.5K 0.05%
+950
170
$65.4K 0.05%
+1,670
171
$65.4K 0.05%
+120
172
$65.4K 0.05%
+1,886
173
$65.1K 0.05%
+1,934
174
$64.5K 0.05%
+700
175
$63K 0.05%
+9