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
$88.1M
AUM Growth
-$10.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$1.44M
2
+$1.36M
3
+$1.33M
4
BA icon
Boeing
BA
+$1.23M
5
BAC icon
Bank of America
BAC
+$1.22M

Top Sells

1
+$1.57M
2
+$1.49M
3
+$1.4M
4
DG icon
Dollar General
DG
+$1.19M
5
TIF
Tiffany & Co.
TIF
+$1.18M

Sector Composition

1 Healthcare 16.76%
2 Industrials 14.59%
3 Financials 14.3%
4 Technology 11.58%
5 Consumer Discretionary 10.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.31M 1.48%
25,425
-554
27
$1.3M 1.47%
31,650
+2,543
28
$1.3M 1.47%
6,124
-127
29
$1.29M 1.47%
8,945
-198
30
$1.29M 1.47%
19,290
-1,999
31
$1.28M 1.45%
22,500
-1,571
32
$1.28M 1.45%
4,380
+433
33
$1.25M 1.41%
16,100
+4,400
34
$1.24M 1.4%
34,624
-770
35
$1.23M 1.4%
42,980
+750
36
$1.22M 1.38%
13,507
-294
37
$1.21M 1.38%
8,766
-615
38
$1.21M 1.37%
17,550
+1,253
39
$1.21M 1.37%
30,255
+1,882
40
$1.21M 1.37%
11,154
-1,807
41
$1.21M 1.37%
9,250
+827
42
$1.2M 1.36%
43,900
+6,692
43
$1.17M 1.33%
27,822
+1,980
44
$1.17M 1.33%
+37,630
45
$1.17M 1.32%
19,100
+65
46
$1.15M 1.31%
17,162
-403
47
$1.15M 1.31%
+11,920
48
$1.14M 1.29%
6,198
-127
49
$1.12M 1.27%
+18,850
50
$1.12M 1.27%
21,750
+2,002
1
2
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