PCM

Princeton Capital Management Portfolio holdings

AUM $337M
1-Year Est. Return 24.56%
This Quarter Est. Return
1 Year Est. Return
+24.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$120M
AUM Growth
+$10.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$484K
2
+$426K
3
+$347K
4
HRI icon
Herc Holdings
HRI
+$286K
5
ERJ icon
Embraer
ERJ
+$275K

Top Sells

1
+$1.64M
2
+$268K
3
+$255K
4
CELG
Celgene Corp
CELG
+$177K
5
AGN
Allergan plc
AGN
+$165K

Sector Composition

1 Technology 17.81%
2 Industrials 13.37%
3 Financials 11.62%
4 Healthcare 11.3%
5 Consumer Discretionary 9.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.76M 1.47%
30,741
+233
27
$1.76M 1.46%
23,994
+133
28
$1.76M 1.46%
27,609
-306
29
$1.75M 1.45%
31,681
+2,597
30
$1.75M 1.45%
46,380
-2,188
31
$1.74M 1.45%
19,182
+2,175
32
$1.73M 1.44%
35,286
+1,212
33
$1.73M 1.44%
45,758
+9,183
34
$1.71M 1.42%
17,636
+997
35
$1.69M 1.4%
18,185
+118
36
$1.68M 1.4%
19,326
+1,105
37
$1.68M 1.4%
20,922
-1,863
38
$1.67M 1.39%
62,855
+489
39
$1.67M 1.39%
106,725
-1,440
40
$1.66M 1.38%
20,433
+137
41
$1.65M 1.37%
36,013
+256
42
$1.64M 1.37%
71,185
+8,627
43
$1.61M 1.34%
77,063
+5,930
44
$1.6M 1.33%
12,079
+76
45
$1.6M 1.33%
18,349
+121
46
$1.57M 1.3%
16,888
+124
47
$1.56M 1.3%
49,481
+356
48
$1.54M 1.28%
28,913
+215
49
$1.52M 1.26%
31,823
+3,105
50
$1.52M 1.26%
36,760
+941
1
2
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