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
$224M
AUM Growth
+$17.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
262
New
Increased
Reduced
Closed

Top Buys

1
+$1.9M
2
+$438K
3
+$174K
4
META icon
Meta Platforms (Facebook)
META
+$155K
5
PYPL icon
PayPal
PYPL
+$135K

Top Sells

1
+$1.26M
2
+$454K
3
+$288K
4
OLED icon
Universal Display
OLED
+$253K
5
DD icon
DuPont de Nemours
DD
+$247K

Sector Composition

1 Technology 33.04%
2 Communication Services 17.11%
3 Industrials 11.95%
4 Healthcare 11.02%
5 Real Estate 8.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.14M 1.4%
70,084
+2,265
27
$2.79M 1.25%
77,413
+724
28
$2.74M 1.22%
23,032
+1,135
29
$2.61M 1.17%
35,260
-700
30
$2.04M 0.91%
64,460
+124
31
$2.01M 0.9%
15,055
-152
32
$1.81M 0.81%
6,329
+181
33
$1.71M 0.76%
5,217
+40
34
$1.68M 0.75%
12,569
-260
35
$1.66M 0.74%
30,469
-1,666
36
$1.64M 0.73%
11,112
-375
37
$1.39M 0.62%
25,005
-1,080
38
$1.37M 0.61%
8,207
-115
39
$1.15M 0.52%
33,274
-75
40
$1.14M 0.51%
4,983
-67
41
$1.09M 0.49%
56,899
-1,601
42
$1.08M 0.48%
3,441
+76
43
$1.06M 0.47%
10,053
-151
44
$991K 0.44%
11,350
-386
45
$985K 0.44%
41,584
-19,166
46
$931K 0.42%
19,680
-1,219
47
$880K 0.39%
217,245
48
$809K 0.36%
9,963
49
$804K 0.36%
9,485
-50
50
$764K 0.34%
7,938
-100
1
2
3 4 5