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
$234M
AUM Growth
+$8.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$1.68M
2
+$377K
3
+$234K
4
WYNN icon
Wynn Resorts
WYNN
+$224K
5
BX icon
Blackstone
BX
+$220K

Top Sells

1
+$2.61M
2
+$2.31M
3
+$1.98M
4
AAPL icon
Apple
AAPL
+$1.74M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$868K

Sector Composition

1 Technology 39.99%
2 Healthcare 14.78%
3 Communication Services 11.36%
4 Industrials 11.17%
5 Real Estate 7.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$868K 0.37%
20,052
-1,000
52
$839K 0.36%
12,106
-28,560
53
$818K 0.35%
15,139
-153
54
$792K 0.34%
19,354
55
$770K 0.33%
4,628
56
$747K 0.32%
1,816
57
$725K 0.31%
5,194
+110
58
$692K 0.3%
13,084
59
$637K 0.27%
4,902
-50
60
$623K 0.27%
758
-16
61
$559K 0.24%
3,759
-73
62
$522K 0.22%
5,410
-959
63
$518K 0.22%
1,456
+160
64
$513K 0.22%
128,904
-24,700
65
$487K 0.21%
2,982
-388
66
$472K 0.2%
4,650
-217
67
$443K 0.19%
1,503
+1
68
$436K 0.19%
1,560
-3
69
$434K 0.19%
2,527
-1,329
70
$402K 0.17%
20,891
+7,683
71
$377K 0.16%
+2,743
72
$368K 0.16%
6,584
-60
73
$348K 0.15%
5,241
74
$333K 0.14%
7,500
75
$303K 0.13%
7,980
+1,826
1 2
3
4