PCM

Princeton Capital Management Portfolio holdings

AUM $337M
1-Year Est. Return 24.56%
This Quarter Est. Return
1 Year Est. Return
+24.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$106M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$4.33M
2
+$2.83M
3
+$2.18M
4
QCOM icon
Qualcomm
QCOM
+$2.14M
5
OXY icon
Occidental Petroleum
OXY
+$1.93M

Top Sells

No sells this quarter

Sector Composition

1 Technology 17.03%
2 Industrials 11.86%
3 Financials 11.35%
4 Healthcare 11.17%
5 Consumer Discretionary 9.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$4.33M 4.1%
+305,816
2
$2.83M 2.68%
+53,634
3
$2.18M 2.06%
+11,912
4
$2.14M 2.02%
+34,962
5
$1.93M 1.82%
+22,519
6
$1.86M 1.76%
+50,445
7
$1.81M 1.71%
+56,720
8
$1.75M 1.66%
+34,777
9
$1.68M 1.59%
+48,512
10
$1.67M 1.58%
+16,906
11
$1.65M 1.56%
+75,402
12
$1.64M 1.55%
+31,902
13
$1.64M 1.55%
+21,626
14
$1.62M 1.53%
+25,687
15
$1.62M 1.53%
+18,714
16
$1.62M 1.53%
+39,563
17
$1.61M 1.52%
+31,255
18
$1.6M 1.51%
+79,107
19
$1.6M 1.51%
+16,172
20
$1.59M 1.51%
+24,440
21
$1.59M 1.51%
+20,681
22
$1.59M 1.5%
+27,132
23
$1.58M 1.5%
+10,457
24
$1.58M 1.49%
+23,989
25
$1.56M 1.48%
+12,380
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