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
$217M
AUM Growth
-$23.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$1.97M
2
+$1.89M
3
+$1.54M
4
LIN icon
Linde
LIN
+$1.41M
5
ZTS icon
Zoetis
ZTS
+$1.15M

Top Sells

1
+$3.9M
2
+$2.41M
3
+$1.96M
4
V icon
Visa
V
+$1.91M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.65M

Sector Composition

1 Technology 45.04%
2 Healthcare 15.69%
3 Communication Services 10.17%
4 Industrials 7.93%
5 Consumer Discretionary 7.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.08M 0.96%
5,511
-225
27
$2.07M 0.95%
5,555
+3,798
28
$2.05M 0.95%
3,634
+100
29
$1.98M 0.91%
11,395
+6,632
30
$1.97M 0.91%
+19,140
31
$1.84M 0.85%
60,466
-1,647
32
$1.81M 0.83%
12,906
+118
33
$1.61M 0.74%
11,103
+331
34
$1.54M 0.71%
5,648
-430
35
$1.54M 0.71%
+19,699
36
$1.51M 0.69%
14,571
+1,503
37
$1.49M 0.69%
27,764
-25,588
38
$1.46M 0.67%
4,222
+194
39
$1.43M 0.66%
24,540
-286
40
$1.11M 0.51%
+13,380
41
$1.1M 0.51%
20,273
+617
42
$1.09M 0.5%
11,625
-1,595
43
$1.08M 0.5%
13,005
44
$988K 0.46%
2,407
-150
45
$979K 0.45%
35,738
-260
46
$969K 0.45%
69,415
+14,880
47
$871K 0.4%
15,083
-158
48
$858K 0.4%
6,488
+104
49
$837K 0.39%
8,245
-325
50
$807K 0.37%
4,821
+1,663
1
2
3 4