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
$234M
AUM Growth
+$8.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$1.68M
2
+$377K
3
+$234K
4
WYNN icon
Wynn Resorts
WYNN
+$224K
5
BX icon
Blackstone
BX
+$220K

Top Sells

1
+$2.61M
2
+$2.31M
3
+$1.98M
4
AAPL icon
Apple
AAPL
+$1.74M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$868K

Sector Composition

1 Technology 39.99%
2 Healthcare 14.78%
3 Communication Services 11.36%
4 Industrials 11.17%
5 Real Estate 7.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$298K 0.13%
4,442
77
$295K 0.13%
5,890
78
$290K 0.12%
1,872
-2,852
79
$268K 0.11%
2,187
+1
80
$255K 0.11%
796
-223
81
$242K 0.1%
681
82
$238K 0.1%
6,497
-244
83
$236K 0.1%
1,295
-24
84
$234K 0.1%
+1,173
85
$233K 0.1%
13,246
-720
86
$231K 0.1%
1,401
-300
87
$224K 0.1%
+2,000
88
$220K 0.09%
+2,508
89
$217K 0.09%
+1,464
90
$216K 0.09%
6,914
+2
91
$201K 0.09%
2,150
92
$177K 0.08%
22,768
93
$66.8K 0.03%
3,899
-159
94
$65K 0.03%
24,353
95
$40.1K 0.02%
55,496
96
– –
-15,149
97
– –
-1,375
98
– –
-7,421
99
– –
-3,198
1 2 3
4