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
$224M
AUM Growth
+$17.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
262
New
Increased
Reduced
Closed

Top Buys

1
+$1.9M
2
+$438K
3
+$174K
4
META icon
Meta Platforms (Facebook)
META
+$155K
5
PYPL icon
PayPal
PYPL
+$135K

Top Sells

1
+$1.26M
2
+$454K
3
+$288K
4
OLED icon
Universal Display
OLED
+$253K
5
DD icon
DuPont de Nemours
DD
+$247K

Sector Composition

1 Technology 33.04%
2 Communication Services 17.11%
3 Industrials 11.95%
4 Healthcare 11.02%
5 Real Estate 8.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$747K 0.33%
10,074
+2,350
52
$697K 0.31%
8,461
-1,038
53
$675K 0.3%
7,620
+585
54
$643K 0.29%
18,595
-525
55
$605K 0.27%
14,323
-6,826
56
$584K 0.26%
1,750
57
$581K 0.26%
12,340
-170
58
$576K 0.26%
6,858
-30
59
$573K 0.26%
18,014
+297
60
$569K 0.25%
9,656
+7,434
61
$563K 0.25%
75,185
-4,160
62
$543K 0.24%
10,100
-75
63
$516K 0.23%
3,759
+500
64
$481K 0.22%
4,419
-337
65
$429K 0.19%
3,088
-100
66
$422K 0.19%
1,950
-65
67
$419K 0.19%
1,815
+75
68
$373K 0.17%
2,455
+225
69
$365K 0.16%
6,280
-150
70
$362K 0.16%
2,489
71
$354K 0.16%
8,000
72
$353K 0.16%
4,016
73
$345K 0.15%
2,738
-75
74
$324K 0.14%
8,513
75
$294K 0.13%
1,389
-1,002
1 2
3
4 5