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
$317M
AUM Growth
+$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$6.51M
2
+$2.89M
3
+$2.15M
4
AVGO icon
Broadcom
AVGO
+$1.44M
5
GEV icon
GE Vernova
GEV
+$1.42M

Top Sells

1
+$1.72M
2
+$1.59M
3
+$1.31M
4
HPE icon
Hewlett Packard
HPE
+$1.1M
5
HPQ icon
HP
HPQ
+$1.08M

Sector Composition

1 Technology 53.13%
2 Healthcare 11.71%
3 Consumer Discretionary 8.21%
4 Communication Services 8.2%
5 Industrials 6.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.29M 0.72%
28,518
+786
27
$2.26M 0.71%
10,710
+94
28
$2.24M 0.71%
11,488
+133
29
$2.17M 0.68%
5,203
30
$2.15M 0.68%
+18,099
31
$2.09M 0.66%
8,004
+1,532
32
$1.97M 0.62%
6,107
-2,624
33
$1.96M 0.62%
5,004
+31
34
$1.76M 0.56%
8,927
-1,170
35
$1.71M 0.54%
37,766
-16,845
36
$1.54M 0.49%
2,927
+171
37
$1.46M 0.46%
2,539
38
$1.44M 0.45%
13,912
-84
39
$1.39M 0.44%
34,937
-790
40
$1.36M 0.43%
18,857
-306
41
$1.31M 0.41%
1,245
-39
42
$1.3M 0.41%
10,942
43
$1.25M 0.39%
25,045
+1,065
44
$1.2M 0.38%
2,227
-45
45
$1.18M 0.37%
10,503
46
$1.15M 0.36%
13,390
-2,818
47
$1.02M 0.32%
19,258
-1,329
48
$901K 0.28%
1,890
-3,608
49
$878K 0.28%
3,247
-1,265
50
$849K 0.27%
11,296
+8,395
1
2
3 4 5