PCM

Princeton Capital Management Portfolio holdings

AUM $373M
1-Year Est. Return 38.97%
This Quarter Est. Return
1 Year Est. Return
+38.97%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$110M
AUM Growth
-$8.59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
94
New
Increased
Reduced
Closed

Top Buys

1
+$1.67M
2
+$1.64M
3
+$1.63M
4
IP icon
International Paper
IP
+$1.52M
5
DE icon
Deere & Co
DE
+$1.52M

Top Sells

1
+$2.04M
2
+$1.96M
3
+$1.59M
4
SAP icon
SAP
SAP
+$1.55M
5
KO icon
Coca-Cola
KO
+$1.46M

Sector Composition

1 Healthcare 14.9%
2 Financials 14.17%
3 Technology 13.57%
4 Industrials 12.24%
5 Consumer Discretionary 10.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.67M 1.52%
9,121
-579
27
$1.67M 1.52%
+19,318
28
$1.65M 1.5%
19,767
-1,117
29
$1.64M 1.49%
+16,113
30
$1.64M 1.49%
13,323
-710
31
$1.63M 1.49%
18,660
-1,076
32
$1.63M 1.48%
+30,161
33
$1.63M 1.48%
41,770
-3,077
34
$1.63M 1.48%
22,083
-1,414
35
$1.62M 1.48%
23,817
-1,414
36
$1.62M 1.47%
19,337
-974
37
$1.62M 1.47%
83,952
-5,168
38
$1.57M 1.43%
37,507
-2,427
39
$1.55M 1.41%
20,910
-1,306
40
$1.52M 1.38%
+33,593
41
$1.52M 1.38%
+18,485
42
$1.51M 1.37%
23,834
+699
43
$1.51M 1.37%
46,117
+1,688
44
$1.5M 1.37%
59,809
-3,729
45
$1.47M 1.34%
11,765
-695
46
$1.47M 1.34%
15,297
-996
47
$1.46M 1.33%
45,804
-2,694
48
$1.43M 1.3%
12,379
+175
49
$1.43M 1.3%
26,669
-265
50
$1.39M 1.27%
23,960
+41
1
2
3 4