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
176
$62.9K 0.05%
+40
177
$62.3K 0.05%
+256
178
$62.3K 0.05%
+800
179
$61.8K 0.05%
+1,643
180
$61.2K 0.05%
+791
181
$60.2K 0.05%
+3,293
182
$57.5K 0.05%
+859
183
$56.9K 0.04%
+585
184
$55.4K 0.04%
+906
185
$55.3K 0.04%
+750
186
$55.2K 0.04%
+1,152
187
$54.6K 0.04%
+400
188
$54.4K 0.04%
+400
189
$54K 0.04%
+160
190
$53.8K 0.04%
+1,000
191
$53.8K 0.04%
+1,733
192
$50.2K 0.04%
+395
193
$49.2K 0.04%
+684
194
$49.1K 0.04%
+1,836
195
$49K 0.04%
+530
196
$48.5K 0.04%
+333
197
$47.9K 0.04%
+991
198
$47.7K 0.04%
+211
199
$47K 0.04%
+2,348
200
$46.5K 0.04%
+526
6 7
8
9 10