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
$337M
AUM Growth
+$52.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$1.75M
2
+$1.67M
3
+$1.14M
4
AVGO icon
Broadcom
AVGO
+$560K
5
IONQ icon
IonQ
IONQ
+$471K

Top Sells

1
+$1.81M
2
+$1.49M
3
+$1.36M
4
NVDA icon
NVIDIA
NVDA
+$1.25M
5
AMZN icon
Amazon
AMZN
+$944K

Sector Composition

1 Technology 54.04%
2 Industrials 9.28%
3 Consumer Discretionary 8.54%
4 Financials 8.25%
5 Communication Services 7.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MRVL icon
26
Marvell Technology
MRVL
$74.5B
$2.12M 0.63%
27,328
+434
TSLA icon
27
Tesla
TSLA
$1.34T
$2.05M 0.61%
6,462
+300
C icon
28
Citigroup
C
$179B
$1.94M 0.58%
22,774
-3,279
UBER icon
29
Uber
UBER
$190B
$1.92M 0.57%
20,576
+639
DIS icon
30
Walt Disney
DIS
$189B
$1.87M 0.56%
15,087
-2,835
CAT icon
31
Caterpillar
CAT
$260B
$1.85M 0.55%
4,768
-170
TFC icon
32
Truist Financial
TFC
$57.4B
$1.83M 0.54%
42,529
+7,282
LEU icon
33
Centrus Energy
LEU
$4.55B
$1.75M 0.52%
+9,580
EVR icon
34
Evercore
EVR
$11.9B
$1.75M 0.52%
6,465
+1,131
BAC icon
35
Bank of America
BAC
$384B
$1.71M 0.51%
36,164
-2,516
NOW icon
36
ServiceNow
NOW
$176B
$1.63M 0.49%
1,590
+198
ACM icon
37
Aecom
ACM
$17.7B
$1.61M 0.48%
14,287
-254
CRM icon
38
Salesforce
CRM
$232B
$1.54M 0.46%
5,643
+224
GLW icon
39
Corning
GLW
$70.4B
$1.51M 0.45%
28,668
-3,497
ABBV icon
40
AbbVie
ABBV
$411B
$1.33M 0.4%
7,167
-934
AMD icon
41
Advanced Micro Devices
AMD
$402B
$1.33M 0.39%
9,369
-2,468
FCX icon
42
Freeport-McMoran
FCX
$57.7B
$1.24M 0.37%
28,715
+2,735
AMGN icon
43
Amgen
AMGN
$181B
$1.22M 0.36%
4,360
-208
NVO icon
44
Novo Nordisk
NVO
$214B
$1.17M 0.35%
16,993
-8,675
IVV icon
45
iShares Core S&P 500 ETF
IVV
$667B
$1.16M 0.35%
1,874
+25
BWXT icon
46
BWX Technologies
BWXT
$16.3B
$1.16M 0.34%
8,034
+354
CSCO icon
47
Cisco
CSCO
$307B
$1.14M 0.34%
16,460
-641
MLM icon
48
Martin Marietta Materials
MLM
$36B
$962K 0.29%
1,752
-433
GTLB icon
49
GitLab
GTLB
$7.39B
$954K 0.28%
21,153
+5,346
V icon
50
Visa
V
$637B
$824K 0.24%
2,321
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