PCM
Princeton Capital Management Portfolio holdings
AUM
$337M
1-Year Return
24.56%
This Quarter Return
+4.95%
1 Year Return
+24.56%
3 Year Return
+147.07%
5 Year Return
+217.78%
10 Year Return
–
AUM
$101M
AUM Growth
-$8.99M
(-8.2%)
Cap. Flow
-$13.7M
Cap. Flow
% of AUM
-13.61%
Top 10 Holdings %
Top 10 Hldgs %
23.13%
Holding
98
New
15
Increased
12
Reduced
49
Closed
14
Top Buys
| 1 |
DuPont de Nemours
DD
|
$1.71M |
| 2 |
Wells Fargo
WFC
|
$1.63M |
| 3 |
Halliburton
HAL
|
$1.56M |
| 4 |
Biogen
BIIB
|
$1.43M |
| 5 |
Johnson & Johnson
JNJ
|
$1.41M |
Top Sells
| 1 |
JPMorgan Chase
JPM
|
$1.87M |
| 2 |
eBay
EBAY
|
$1.78M |
| 3 |
BHI
Baker Hughes
BHI
|
$1.69M |
| 4 |
Merck
MRK
|
$1.68M |
| 5 |
Baxter International
BAX
|
$1.63M |
Sector Composition
| 1 | Healthcare | 14.94% |
| 2 | Technology | 14.62% |
| 3 | Financials | 14.62% |
| 4 | Industrials | 14.51% |
| 5 | Consumer Discretionary | 9.37% |
