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
$101M
AUM Growth
-$8.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$1.71M
2
+$1.63M
3
+$1.56M
4
BIIB icon
Biogen
BIIB
+$1.43M
5
JNJ icon
Johnson & Johnson
JNJ
+$1.41M

Top Sells

1
+$1.87M
2
+$1.78M
3
+$1.69M
4
MRK icon
Merck
MRK
+$1.68M
5
BAX icon
Baxter International
BAX
+$1.63M

Sector Composition

1 Healthcare 14.94%
2 Technology 14.62%
3 Financials 14.62%
4 Industrials 14.51%
5 Consumer Discretionary 9.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.22M 1.2%
10,650
-1,729
52
$1.19M 1.18%
19,055
-29,966
53
$1.13M 1.12%
+7,525
54
$1.12M 1.11%
13,132
-7,010
55
$1.12M 1.11%
76,725
56
$1.11M 1.11%
+24,700
57
$869K 0.86%
9,170
+485
58
$745K 0.74%
5,734
+555
59
$659K 0.65%
8,575
+830
60
$600K 0.59%
12,117
-32,318
61
$582K 0.58%
8,850
+1,470
62
$522K 0.52%
+26,765
63
$487K 0.48%
3,375
+285
64
$442K 0.44%
2,462
+149
65
$414K 0.41%
+7,715
66
$391K 0.39%
7,898
67
$384K 0.38%
2,875
+364
68
$370K 0.37%
+5,112
69
$313K 0.31%
+10,780
70
$299K 0.3%
3,714
-976
71
$288K 0.29%
6,148
-27,569
72
$275K 0.27%
2,933
-16,053
73
$273K 0.27%
+7,025
74
$272K 0.27%
3,936
75
$255K 0.25%
10,040
-577
1 2
3
4