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
$87.5M
AUM Growth
-$1.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$1.34M
2
+$1.24M
3
+$1.19M
4
ETR icon
Entergy
ETR
+$1.02M
5
CELG
Celgene Corp
CELG
+$214K

Top Sells

1
+$1.48M
2
+$1.35M
3
+$1.23M
4
XOM icon
Exxon Mobil
XOM
+$1.17M
5
HCA icon
HCA Healthcare
HCA
+$324K

Sector Composition

1 Healthcare 15.57%
2 Industrials 13.79%
3 Technology 12.38%
4 Financials 12.36%
5 Consumer Discretionary 11.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.35M 1.54%
3,948
-106
27
$1.35M 1.54%
52,475
+1,800
28
$1.34M 1.53%
8,553
-24
29
$1.34M 1.53%
27,394
+694
30
$1.34M 1.53%
+29,590
31
$1.33M 1.53%
5,522
+625
32
$1.33M 1.52%
33,808
+1,208
33
$1.33M 1.52%
9,389
-1,418
34
$1.32M 1.51%
27,878
+1,196
35
$1.32M 1.5%
14,956
-263
36
$1.32M 1.5%
6,071
-116
37
$1.31M 1.49%
5,662
+729
38
$1.3M 1.49%
15,035
-1,905
39
$1.3M 1.49%
34,372
+2,172
40
$1.3M 1.49%
13,234
+2,170
41
$1.3M 1.48%
16,018
-1,367
42
$1.28M 1.46%
15,219
-319
43
$1.27M 1.45%
4,956
-111
44
$1.26M 1.44%
100,235
+2,838
45
$1.24M 1.42%
+9,485
46
$1.24M 1.41%
41,568
-3,732
47
$1.23M 1.41%
27,850
+2,000
48
$1.2M 1.38%
76,045
49
$1.2M 1.37%
15,112
+284
50
$1.19M 1.36%
+76,750
1
2
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