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
$234M
AUM Growth
+$8.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$1.68M
2
+$377K
3
+$234K
4
WYNN icon
Wynn Resorts
WYNN
+$224K
5
BX icon
Blackstone
BX
+$220K

Top Sells

1
+$2.61M
2
+$2.31M
3
+$1.98M
4
AAPL icon
Apple
AAPL
+$1.74M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$868K

Sector Composition

1 Technology 39.99%
2 Healthcare 14.78%
3 Communication Services 11.36%
4 Industrials 11.17%
5 Real Estate 7.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.49M 1.06%
23,359
+15,820
27
$2.46M 1.06%
60,402
-7,354
28
$2.42M 1.04%
10,021
+370
29
$2.37M 1.01%
5,736
-665
30
$2.19M 0.94%
62,158
-7,550
31
$1.98M 0.85%
19,043
-2,497
32
$1.96M 0.84%
12,737
-271
33
$1.94M 0.83%
5,337
-18
34
$1.88M 0.81%
24,769
-391
35
$1.84M 0.79%
12,675
-1,963
36
$1.79M 0.77%
3,599
+34
37
$1.58M 0.68%
13,535
-145
38
$1.5M 0.64%
6,568
-2,155
39
$1.47M 0.63%
11,244
+96
40
$1.32M 0.57%
10,710
-2,575
41
$1.16M 0.49%
15,983
-427
42
$1.09M 0.47%
4,816
-579
43
$1.08M 0.46%
13,220
44
$1.07M 0.46%
12,681
45
$1.04M 0.45%
6,449
-56
46
$1.03M 0.44%
36,148
-1,061
47
$959K 0.41%
23,503
-773
48
$937K 0.4%
4,018
+330
49
$936K 0.4%
13,644
+315
50
$908K 0.39%
2,557
-880
1
2
3 4