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
$87.5M
AUM Growth
-$1.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$1.34M
2
+$1.24M
3
+$1.19M
4
ETR icon
Entergy
ETR
+$1.02M
5
CELG
Celgene Corp
CELG
+$214K

Top Sells

1
+$1.48M
2
+$1.35M
3
+$1.23M
4
XOM icon
Exxon Mobil
XOM
+$1.17M
5
HCA icon
HCA Healthcare
HCA
+$324K

Sector Composition

1 Healthcare 15.57%
2 Industrials 13.79%
3 Technology 12.38%
4 Financials 12.36%
5 Consumer Discretionary 11.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-31,516
77
– –
-13,951
78
– –
-77,025
1 2 3
4