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
1
$5.01M 3.92%
+76,990
2
$4.7M 3.67%
+24,394
3
$4.66M 3.64%
+10,279
4
$4.59M 3.58%
+42,059
5
$4.2M 3.28%
+26,785
6
$4.16M 3.25%
+14,027
7
$3.82M 2.98%
+54,442
8
$3.79M 2.96%
+72,180
9
$3.78M 2.96%
+64,170
10
$3.69M 2.88%
+13,461
11
$3.61M 2.82%
+95,792
12
$3.52M 2.75%
+29,004
13
$3.49M 2.73%
+14,714
14
$3.48M 2.72%
+31,560
15
$3.26M 2.54%
+58,230
16
$3.2M 2.5%
+172,644
17
$3.14M 2.45%
+21,416
18
$2.99M 2.34%
+11,525
19
$2.87M 2.25%
+113,193
20
$2.78M 2.17%
+30,431
21
$2.44M 1.91%
+33,787
22
$2.36M 1.85%
+24,941
23
$2.04M 1.6%
+4,677
24
$1.56M 1.22%
+10,287
25
$1.36M 1.06%
+13,381
1
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