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
$101M
AUM Growth
-$8.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$1.71M
2
+$1.63M
3
+$1.56M
4
BIIB icon
Biogen
BIIB
+$1.43M
5
JNJ icon
Johnson & Johnson
JNJ
+$1.41M

Top Sells

1
+$1.87M
2
+$1.78M
3
+$1.69M
4
MRK icon
Merck
MRK
+$1.68M
5
BAX icon
Baxter International
BAX
+$1.63M

Sector Composition

1 Healthcare 14.94%
2 Technology 14.62%
3 Financials 14.62%
4 Industrials 14.51%
5 Consumer Discretionary 9.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.54M 1.53%
16,596
-2,064
27
$1.53M 1.51%
7,878
-1,243
28
$1.51M 1.5%
84,664
-16,786
29
$1.51M 1.5%
12,488
-835
30
$1.5M 1.49%
57,237
-8,924
31
$1.49M 1.47%
21,880
-1,954
32
$1.48M 1.47%
29,180
-4,413
33
$1.48M 1.47%
18,864
-3,219
34
$1.48M 1.46%
22,398
-1,562
35
$1.46M 1.45%
32,446
-5,061
36
$1.45M 1.44%
10,248
-1,517
37
$1.45M 1.44%
20,631
-9,851
38
$1.45M 1.44%
52,055
-7,754
39
$1.43M 1.41%
+4,200
40
$1.43M 1.41%
38,697
-12,663
41
$1.42M 1.41%
16,084
-2,401
42
$1.42M 1.41%
39,658
-6,146
43
$1.42M 1.41%
23,200
-617
44
$1.42M 1.41%
17,418
-2,349
45
$1.41M 1.4%
13,218
-2,079
46
$1.4M 1.39%
73,397
-10,555
47
$1.39M 1.38%
22,950
+3,705
48
$1.38M 1.37%
+30,400
49
$1.32M 1.31%
7,274
-1,145
50
$1.3M 1.29%
7,027
-1,174
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