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
$307M
AUM Growth
+$29.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$2.57M
2
+$588K
3
+$586K
4
NVDA icon
NVIDIA
NVDA
+$509K
5
REGN icon
Regeneron Pharmaceuticals
REGN
+$412K

Top Sells

1
+$2.93M
2
+$1.25M
3
+$940K
4
TXT icon
Textron
TXT
+$458K
5
CMG icon
Chipotle Mexican Grill
CMG
+$392K

Sector Composition

1 Technology 52.13%
2 Healthcare 13.33%
3 Communication Services 9.06%
4 Consumer Discretionary 8.33%
5 Industrials 5.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$981K 0.32%
10,942
-142
52
$978K 0.32%
20,587
-1,898
53
$845K 0.28%
4,642
-16,090
54
$627K 0.2%
7,435
-503
55
$603K 0.2%
10,394
-4,922
56
$586K 0.19%
+3,419
57
$482K 0.16%
1,938
-19
58
$467K 0.15%
16,690
-895
59
$453K 0.15%
2,746
-239
60
$443K 0.14%
7,310
-3,569
61
$430K 0.14%
3,016
-827
62
$427K 0.14%
4,263
-670
63
$422K 0.14%
2,699
+50
64
$406K 0.13%
3,496
-580
65
$398K 0.13%
681
66
$397K 0.13%
788
+214
67
$394K 0.13%
1,547
+14
68
$392K 0.13%
1,139
+25
69
$367K 0.12%
5,566
-3,143
70
$345K 0.11%
5,890
71
$333K 0.11%
7,500
72
$332K 0.11%
10,526
+2,408
73
$314K 0.1%
1,858
-51
74
$289K 0.09%
+619
75
$289K 0.09%
22,791
+5,212
1 2
3
4 5