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
$205M
AUM Growth
+$6.79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
260
New
Increased
Reduced
Closed

Top Buys

1
+$595K
2
+$574K
3
+$377K
4
CVX icon
Chevron
CVX
+$206K
5
DOW icon
Dow Inc
DOW
+$172K

Top Sells

1
+$1.21M
2
+$691K
3
+$601K
4
MSFT icon
Microsoft
MSFT
+$389K
5
DEA
Easterly Government Properties
DEA
+$228K

Sector Composition

1 Technology 31.16%
2 Communication Services 15.37%
3 Industrials 13.64%
4 Healthcare 10.97%
5 Real Estate 7.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$285K 0.14%
8,000
77
$263K 0.13%
3,350
+200
78
$256K 0.12%
3,341
79
$254K 0.12%
3,045
80
$248K 0.12%
2,000
81
$245K 0.12%
7,500
82
$241K 0.12%
6,262
83
$222K 0.11%
76,298
+6,458
84
$220K 0.11%
5,675
85
$214K 0.1%
7,500
86
$208K 0.1%
5,661
+375
87
$203K 0.1%
3,838
88
$201K 0.1%
2,976
-140
89
$191K 0.09%
3,570
90
$187K 0.09%
16,090
91
$185K 0.09%
10,000
92
$174K 0.08%
17,850
-1,335
93
$172K 0.08%
+3,492
94
$168K 0.08%
40,230
95
$167K 0.08%
3,680
-5,020
96
$166K 0.08%
799
-100
97
$165K 0.08%
2,040
98
$165K 0.08%
1,960
99
$164K 0.08%
3,760
100
$164K 0.08%
1,130
2 3
4
5 6