PCM
Princeton Capital Management Portfolio holdings
AUM
$337M
1-Year Return
24.56%
This Quarter Return
+1.17%
1 Year Return
+24.56%
3 Year Return
+147.07%
5 Year Return
+217.78%
10 Year Return
–
AUM
$110M
AUM Growth
-$8.59M
(-7.3%)
Cap. Flow
-$9.04M
Cap. Flow
% of AUM
-8.23%
Top 10 Holdings %
Top 10 Hldgs %
24.07%
Holding
94
New
6
Increased
9
Reduced
52
Closed
11
Top Buys
| 1 |
UnitedHealth
UNH
|
$1.67M |
| 2 |
RTN
Raytheon Company
RTN
|
$1.64M |
| 3 |
American International
AIG
|
$1.63M |
| 4 |
International Paper
IP
|
$1.52M |
| 5 |
Deere & Co
DE
|
$1.52M |
Top Sells
| 1 |
Honeywell
HON
|
$2.04M |
| 2 |
Caterpillar
CAT
|
$1.96M |
| 3 |
SI
SIEMENS AKTIENGESELLSCHAFT ADS
SI
|
$1.59M |
| 4 |
SAP
SAP
|
$1.55M |
| 5 |
Coca-Cola
KO
|
$1.46M |
Sector Composition
| 1 | Healthcare | 14.9% |
| 2 | Financials | 14.17% |
| 3 | Technology | 13.57% |
| 4 | Industrials | 12.24% |
| 5 | Consumer Discretionary | 10.17% |
