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
$337M
AUM Growth
+$52.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$1.75M
2
+$1.67M
3
+$1.14M
4
AVGO icon
Broadcom
AVGO
+$560K
5
IONQ icon
IonQ
IONQ
+$471K

Top Sells

1
+$1.81M
2
+$1.49M
3
+$1.36M
4
NVDA icon
NVIDIA
NVDA
+$1.25M
5
AMZN icon
Amazon
AMZN
+$944K

Sector Composition

1 Technology 54.04%
2 Industrials 9.28%
3 Consumer Discretionary 8.54%
4 Financials 8.25%
5 Communication Services 7.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IRM icon
51
Iron Mountain
IRM
$27B
$815K 0.24%
7,942
-850
ENTG icon
52
Entegris
ENTG
$11.9B
$792K 0.24%
9,818
-92
CP icon
53
Canadian Pacific Kansas City
CP
$63.7B
$675K 0.2%
8,510
-535
MCHP icon
54
Microchip Technology
MCHP
$28.9B
$652K 0.19%
9,265
-2,423
PR icon
55
Permian Resources
PR
$10.2B
$652K 0.19%
47,860
-764
REGN icon
56
Regeneron Pharmaceuticals
REGN
$72.9B
$651K 0.19%
1,240
+23
NU icon
57
Nu Holdings
NU
$76.7B
$623K 0.19%
45,422
+526
LIN icon
58
Linde
LIN
$198B
$613K 0.18%
1,306
-64
GBTC icon
59
Grayscale Bitcoin Trust
GBTC
$37.7B
$566K 0.17%
6,677
+1,137
DUK icon
60
Duke Energy
DUK
$95.4B
$543K 0.16%
4,599
+1
PFF icon
61
iShares Preferred and Income Securities ETF
PFF
$14.3B
$518K 0.15%
16,899
+4,920
MCK icon
62
McKesson
MCK
$104B
$509K 0.15%
694
+1
SNPS icon
63
Synopsys
SNPS
$72.4B
$501K 0.15%
978
-188
VOO icon
64
Vanguard S&P 500 ETF
VOO
$765B
$494K 0.15%
869
+68
VCSH icon
65
Vanguard Short-Term Corporate Bond ETF
VCSH
$39.2B
$492K 0.15%
6,191
+2,840
VMC icon
66
Vulcan Materials
VMC
$37.1B
$486K 0.14%
1,862
IONQ icon
67
IonQ
IONQ
$16.7B
$471K 0.14%
+10,959
HUBS icon
68
HubSpot
HUBS
$20.8B
$470K 0.14%
844
-140
MCD icon
69
McDonald's
MCD
$219B
$448K 0.13%
1,533
PG icon
70
Procter & Gamble
PG
$345B
$438K 0.13%
2,747
PEGA icon
71
Pegasystems
PEGA
$9.65B
$433K 0.13%
8,000
SCHW icon
72
Charles Schwab
SCHW
$168B
$429K 0.13%
+4,697
BA icon
73
Boeing
BA
$148B
$424K 0.13%
2,022
-320
GS icon
74
Goldman Sachs
GS
$237B
$418K 0.12%
591
HD icon
75
Home Depot
HD
$361B
$415K 0.12%
1,133
+1
1 2
3
4 5