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
$103M
AUM Growth
+$1.69M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$1.47M
2
+$1.42M
3
+$1.35M
4
ENB icon
Enbridge
ENB
+$1.33M
5
UN
Unilever NV New York Registry Shares
UN
+$1.28M

Top Sells

1
+$1.62M
2
+$1.56M
3
+$1.54M
4
VYX icon
NCR Voyix
VYX
+$1.51M
5
DD
Du Pont De Nemours E I
DD
+$1.45M

Sector Composition

1 Technology 15.26%
2 Healthcare 14.8%
3 Industrials 14.03%
4 Financials 12.21%
5 Consumer Discretionary 10.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.47M 1.43%
30,720
+320
27
$1.47M 1.43%
9,706
-542
28
$1.46M 1.42%
27,685
-1,495
29
$1.45M 1.42%
35,723
+403
30
$1.45M 1.41%
52,633
+578
31
$1.45M 1.41%
46,324
-595
32
$1.43M 1.39%
16,262
+178
33
$1.42M 1.39%
20,915
-965
34
$1.42M 1.38%
+38,775
35
$1.38M 1.34%
22,646
+248
36
$1.37M 1.34%
18,678
-186
37
$1.35M 1.32%
+37,426
38
$1.35M 1.31%
30,877
-1,569
39
$1.34M 1.3%
19,262
-6,904
40
$1.33M 1.3%
+27,470
41
$1.33M 1.29%
23,190
+240
42
$1.31M 1.28%
6,697
-577
43
$1.31M 1.28%
39,464
-194
44
$1.3M 1.27%
6,621
-406
45
$1.28M 1.25%
+30,760
46
$1.28M 1.25%
24,980
+280
47
$1.23M 1.2%
+27,379
48
$1.23M 1.2%
14,751
+1,619
49
$1.2M 1.17%
13,615
+397
50
$1.19M 1.16%
+13,433
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