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
$241M
AUM Growth
+$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
304
New
Increased
Reduced
Closed

Top Buys

1
+$1.65M
2
+$1.43M
3
+$417K
4
WYNN icon
Wynn Resorts
WYNN
+$254K
5
BL icon
BlackLine
BL
+$250K

Top Sells

1
+$1.77M
2
+$1.34M
3
+$1.26M
4
AMZN icon
Amazon
AMZN
+$1.16M
5
REGN icon
Regeneron Pharmaceuticals
REGN
+$1.13M

Sector Composition

1 Technology 30.01%
2 Communication Services 16.92%
3 Industrials 14.89%
4 Healthcare 12.05%
5 Real Estate 7.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$715K 0.3%
79,952
-2,126
52
$693K 0.29%
6,096
+225
53
$685K 0.28%
1,917
54
$676K 0.28%
9,615
55
$674K 0.28%
9,963
-152
56
$669K 0.28%
8,361
-570
57
$662K 0.27%
5,101
-51
58
$630K 0.26%
7,175
-240
59
$598K 0.25%
21,240
-550
60
$559K 0.23%
10,954
61
$557K 0.23%
9,690
62
$540K 0.22%
14,225
-865
63
$526K 0.22%
5,905
-84
64
$523K 0.22%
16,000
65
$440K 0.18%
2,130
66
$439K 0.18%
6,193
-259
67
$425K 0.18%
4,905
-108
68
$421K 0.17%
2,555
+2,530
69
$418K 0.17%
12,122
70
$397K 0.16%
2,375
-62
71
$388K 0.16%
5,021
72
$376K 0.16%
18,440
+590
73
$372K 0.15%
44,871
+1,354
74
$337K 0.14%
2,989
+22
75
$334K 0.14%
2,989
-77
1 2
3
4 5