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
$205M
AUM Growth
+$6.79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
260
New
Increased
Reduced
Closed

Top Buys

1
+$595K
2
+$574K
3
+$377K
4
CVX icon
Chevron
CVX
+$206K
5
DOW icon
Dow Inc
DOW
+$172K

Top Sells

1
+$1.21M
2
+$691K
3
+$601K
4
MSFT icon
Microsoft
MSFT
+$389K
5
DEA
Easterly Government Properties
DEA
+$228K

Sector Composition

1 Technology 31.16%
2 Communication Services 15.37%
3 Industrials 13.64%
4 Healthcare 10.97%
5 Real Estate 7.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$670K 0.33%
5,388
+1,659
52
$657K 0.32%
19,120
-750
53
$639K 0.31%
10,255
54
$613K 0.3%
7,035
-435
55
$609K 0.3%
11,394
+728
56
$608K 0.3%
57,250
+3,525
57
$597K 0.29%
7,023
+751
58
$580K 0.28%
6,771
+556
59
$558K 0.27%
2,686
+29
60
$555K 0.27%
17,717
+2,945
61
$516K 0.25%
1,750
62
$474K 0.23%
12,510
63
$453K 0.22%
9,039
+1,628
64
$434K 0.21%
5,166
+279
65
$364K 0.18%
3,259
66
$357K 0.17%
3,145
+710
67
$342K 0.17%
9,278
+257
68
$341K 0.17%
2,015
+20
69
$334K 0.16%
6,430
70
$326K 0.16%
2,489
-150
71
$321K 0.16%
4,282
-1,295
72
$311K 0.15%
2,838
-254
73
$305K 0.15%
1,755
74
$294K 0.14%
888
+133
75
$291K 0.14%
2,091
+394
1 2
3
4 5