PCM
Princeton Capital Management Portfolio holdings
AUM
$337M
This Quarter Return
-7.75%
1 Year Return
+24.56%
3 Year Return
+147.07%
5 Year Return
+217.78%
10 Year Return
–
AUM
$88.1M
AUM Growth
+$88.1M
(-11%)
Cap. Flow
-$2.31M
Cap. Flow
% of AUM
-2.63%
Top 10 Holdings %
Top 10 Hldgs %
24.17%
Holding
93
New
6
Increased
29
Reduced
30
Closed
12
Top Buys
| 1 |
Meta Platforms (Facebook)
META
|
$1.44M |
| 2 |
Procter & Gamble
PG
|
$1.37M |
| 3 |
Eli Lilly
LLY
|
$1.33M |
| 4 |
Boeing
BA
|
$1.23M |
| 5 |
Bank of America
BAC
|
$1.22M |
Top Sells
| 1 |
Goldman Sachs
GS
|
$1.57M |
| 2 |
Microsoft
MSFT
|
$1.49M |
| 3 |
NCR Voyix
VYX
|
$1.4M |
| 4 |
Dollar General
DG
|
$1.19M |
| 5 |
TIF
Tiffany & Co.
TIF
|
$1.18M |
Sector Composition
| 1 | Healthcare | 16.76% |
| 2 | Industrials | 14.59% |
| 3 | Financials | 14.3% |
| 4 | Technology | 11.58% |
| 5 | Consumer Discretionary | 10.42% |
