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
$101M
AUM Growth
-$8.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$1.71M
2
+$1.63M
3
+$1.56M
4
BIIB icon
Biogen
BIIB
+$1.43M
5
JNJ icon
Johnson & Johnson
JNJ
+$1.41M

Top Sells

1
+$1.87M
2
+$1.78M
3
+$1.69M
4
MRK icon
Merck
MRK
+$1.68M
5
BAX icon
Baxter International
BAX
+$1.63M

Sector Composition

1 Healthcare 14.94%
2 Technology 14.62%
3 Financials 14.62%
4 Industrials 14.51%
5 Consumer Discretionary 9.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$5.82M 5.77%
210,760
-25,856
2
$2.21M 2.19%
21,109
+13,503
3
$2.09M 2.07%
43,452
-8,872
4
$2.08M 2.06%
30,249
-6,069
5
$2.01M 1.99%
21,326
-1,777
6
$1.95M 1.93%
26,166
-6,797
7
$1.89M 1.88%
16,924
-3,594
8
$1.76M 1.75%
34,950
-9,935
9
$1.76M 1.75%
31,858
+5,189
10
$1.76M 1.75%
11,056
-2,826
11
$1.73M 1.72%
18,406
-2,802
12
$1.72M 1.7%
23,796
-5,929
13
$1.71M 1.7%
+18,595
14
$1.7M 1.69%
16,859
-2,459
15
$1.7M 1.69%
46,919
+38,600
16
$1.68M 1.66%
6,522
-1,007
17
$1.68M 1.66%
17,618
+14,398
18
$1.64M 1.63%
35,320
-5,068
19
$1.63M 1.62%
+29,750
20
$1.62M 1.61%
14,782
-1,171
21
$1.57M 1.56%
18,231
-2,679
22
$1.56M 1.55%
14,462
-1,651
23
$1.56M 1.55%
+39,705
24
$1.56M 1.55%
27,832
-2,329
25
$1.56M 1.55%
17,110
-2,227
1
2 3 4