PCMI

Princeton Capital Management Inc Portfolio holdings

AUM $198M
1-Year Est. Return 28.98%
This Quarter Est. Return
1 Year Est. Return
+28.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$153M
AUM Growth
+$7.91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$2.24M
2
+$775K
3
+$567K
4
BMY icon
Bristol-Myers Squibb
BMY
+$497K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$295K

Top Sells

1
+$1.05M
2
+$398K
3
+$376K
4
GE icon
GE Aerospace
GE
+$261K
5
BIOL
Biolase, Inc.
BIOL
+$245K

Sector Composition

1 Technology 35.03%
2 Industrials 20.67%
3 Communication Services 15.02%
4 Healthcare 12.13%
5 Real Estate 6.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.4M 1.57%
115,542
+1,654
27
$2.3M 1.5%
443,150
-23,400
28
$2.23M 1.46%
25,549
+227
29
$2.2M 1.44%
60,070
+875
30
$2.12M 1.39%
40,384
+1,525
31
$1.76M 1.15%
23,698
-2,044
32
$1.76M 1.15%
19,798
-1,165
33
$1.74M 1.14%
48,302
+430
34
$1.62M 1.06%
19,635
+2,010
35
$1.55M 1.02%
13,669
+1,035
36
$1.45M 0.95%
17,955
-689
37
$1.12M 0.73%
13,097
-1,703
38
$1.06M 0.69%
64,800
-6,350
39
$1.04M 0.68%
11,747
-450
40
$927K 0.61%
9,827
-482
41
$927K 0.61%
217,540
-24,775
42
$923K 0.6%
35,895
-14,625
43
$922K 0.6%
102,103
+19,067
44
$899K 0.59%
2,235
+284
45
$898K 0.59%
51,524
-5,350
46
$857K 0.56%
10,479
+3,548
47
$853K 0.56%
18,486
+34
48
$823K 0.54%
11,378
-750
49
$761K 0.5%
28,800
-2,175
50
$722K 0.47%
8,931
+1,986
1
2
3