PCM

Princeton Capital Management Portfolio holdings

AUM $337M
1-Year Est. Return 24.56%
This Quarter Est. Return
1 Year Est. Return
+24.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$106M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$4.33M
2
+$2.83M
3
+$2.18M
4
QCOM icon
Qualcomm
QCOM
+$2.14M
5
OXY icon
Occidental Petroleum
OXY
+$1.93M

Top Sells

No sells this quarter

Sector Composition

1 Technology 17.03%
2 Industrials 11.86%
3 Financials 11.35%
4 Healthcare 11.17%
5 Consumer Discretionary 9.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.3M 1.23%
+11,795
52
$1.3M 1.23%
+29,396
53
$1.27M 1.21%
+29,405
54
$1.24M 1.17%
+17,265
55
$1.21M 1.15%
+26,754
56
$1.18M 1.12%
+7,970
57
$1.16M 1.1%
+7,563
58
$839K 0.79%
+9,771
59
$777K 0.74%
+8,935
60
$720K 0.68%
+12,665
61
$665K 0.63%
+6,495
62
$644K 0.61%
+6,873
63
$611K 0.58%
+11,530
64
$601K 0.57%
+5,078
65
$597K 0.56%
+10,000
66
$444K 0.42%
+6,000
67
$426K 0.4%
+8,870
68
$396K 0.37%
+6,463
69
$362K 0.34%
+7,969
70
$353K 0.33%
+7,081
71
$311K 0.29%
+65,410
72
$303K 0.29%
+11,335
73
$294K 0.28%
+1,830
74
$287K 0.27%
+5,685
75
$281K 0.27%
+6,734
1 2
3
4