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
201
$45.8K 0.04%
+905
202
$45.5K 0.04%
+568
203
$45.1K 0.04%
+1,027
204
$44.7K 0.03%
+77
205
$42.1K 0.03%
+200
206
$41.6K 0.03%
+175
207
$41.4K 0.03%
+500
208
$41.4K 0.03%
+51
209
$40.6K 0.03%
+1,179
210
$40.6K 0.03%
+172
211
$39.8K 0.03%
+28
212
$38.8K 0.03%
+515
213
$38.8K 0.03%
+643
214
$37.9K 0.03%
+804
215
$37.2K 0.03%
+573
216
$37.1K 0.03%
+299
217
$36.8K 0.03%
+98
218
$36.5K 0.03%
+1,651
219
$35.4K 0.03%
+169
220
$34.8K 0.03%
+355
221
$34K 0.03%
+115
222
$33.8K 0.03%
+198
223
$33.7K 0.03%
+1,047
224
$33.5K 0.03%
+28
225
$33.4K 0.03%
+122
7 8
9
10 11