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
$88.6M
AUM Growth
-$149K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$1.54M
2
+$1.27M
3
+$1.2M
4
XOM icon
Exxon Mobil
XOM
+$1.17M
5
D icon
Dominion Energy
D
+$1.12M

Top Sells

1
+$1.49M
2
+$1.43M
3
+$1.37M
4
AIG icon
American International
AIG
+$1.34M
5
HAL icon
Halliburton
HAL
+$1.25M

Sector Composition

1 Healthcare 15.36%
2 Industrials 13.79%
3 Technology 12.94%
4 Financials 12.64%
5 Consumer Discretionary 12.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.4M 1.58%
45,300
+3,070
27
$1.4M 1.58%
5,067
-427
28
$1.39M 1.57%
10,807
-623
29
$1.38M 1.56%
4,054
+114
30
$1.36M 1.54%
25,850
+850
31
$1.36M 1.54%
26,700
+4,500
32
$1.36M 1.54%
9,607
+267
33
$1.35M 1.53%
8,577
+238
34
$1.35M 1.52%
47,350
-2,002
35
$1.34M 1.52%
50,675
+2,050
36
$1.34M 1.51%
17,385
+1,464
37
$1.32M 1.49%
4,933
+135
38
$1.3M 1.47%
12,712
-623
39
$1.29M 1.46%
26,682
+1,659
40
$1.29M 1.45%
10,496
-679
41
$1.28M 1.45%
6,187
+184
42
$1.27M 1.44%
4,897
+221
43
$1.27M 1.43%
+16,940
44
$1.25M 1.41%
31,978
-1,428
45
$1.25M 1.4%
15,538
-1,812
46
$1.23M 1.39%
31,516
+3,129
47
$1.2M 1.35%
97,397
+11,197
48
$1.2M 1.35%
+32,200
49
$1.17M 1.32%
+13,951
50
$1.16M 1.31%
76,045
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