PCM
Princeton Capital Management Portfolio holdings
AUM
$337M
This Quarter Return
+10.69%
1 Year Return
+24.56%
3 Year Return
+147.07%
5 Year Return
+217.78%
10 Year Return
–
AUM
$120M
AUM Growth
+$120M
(+9.6%)
Cap. Flow
-$158K
Cap. Flow
% of AUM
-0.13%
Top 10 Holdings %
Top 10 Hldgs %
22.71%
Holding
103
New
8
Increased
50
Reduced
18
Closed
9
Top Buys
| 1 |
Schlumberger
SLB
|
$484K |
| 2 |
iShares China Large-Cap ETF
FXI
|
$426K |
| 3 |
Baxter International
BAX
|
$347K |
| 4 |
Herc Holdings
HRI
|
$286K |
| 5 |
Embraer
ERJ
|
$275K |
Top Sells
| 1 |
Occidental Petroleum
OXY
|
$1.64M |
| 2 |
Apple
AAPL
|
$268K |
| 3 |
Kinder Morgan
KMI
|
$255K |
| 4 |
CELG
Celgene Corp
CELG
|
$177K |
| 5 |
AGN
Allergan plc
AGN
|
$165K |
Sector Composition
| 1 | Technology | 17.81% |
| 2 | Industrials | 13.37% |
| 3 | Financials | 11.62% |
| 4 | Healthcare | 11.3% |
| 5 | Consumer Discretionary | 9.85% |
