PCM
Princeton Capital Management Portfolio holdings
AUM
$337M
1-Year Return
24.56%
This Quarter Return
-0.3%
1 Year Return
+24.56%
3 Year Return
+147.07%
5 Year Return
+217.78%
10 Year Return
–
AUM
$225M
AUM Growth
+$1.41M
(+0.63%)
Cap. Flow
+$6.53M
Cap. Flow
% of AUM
2.9%
Top 10 Holdings %
Top 10 Hldgs %
40.18%
Holding
297
New
196
Increased
37
Reduced
44
Closed
5
Top Buys
| 1 |
Walt Disney
DIS
|
$527K |
| 2 |
Eaton
ETN
|
$431K |
| 3 |
Nutrien
NTR
|
$283K |
| 4 |
Micron Technology
MU
|
$251K |
| 5 |
Pegasystems
PEGA
|
$243K |
Top Sells
| 1 |
Unisys
UIS
|
$1.62M |
| 2 |
Bristol-Myers Squibb
BMY
|
$468K |
| 3 |
Amazon
AMZN
|
$415K |
| 4 |
Apple
AAPL
|
$382K |
| 5 |
American Airlines Group
AAL
|
$337K |
Sector Composition
| 1 | Technology | 27.89% |
| 2 | Communication Services | 17.38% |
| 3 | Industrials | 16.06% |
| 4 | Healthcare | 12.54% |
| 5 | Real Estate | 7.88% |
