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
$88.6M
AUM Growth
-$149K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$1.54M
2
+$1.27M
3
+$1.2M
4
XOM icon
Exxon Mobil
XOM
+$1.17M
5
D icon
Dominion Energy
D
+$1.12M

Top Sells

1
+$1.49M
2
+$1.43M
3
+$1.37M
4
AIG icon
American International
AIG
+$1.34M
5
HAL icon
Halliburton
HAL
+$1.25M

Sector Composition

1 Healthcare 15.36%
2 Industrials 13.79%
3 Technology 12.94%
4 Financials 12.64%
5 Consumer Discretionary 12.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$5.56M 6.27%
204,120
+2,708
2
$2M 2.26%
52,520
+1,420
3
$1.89M 2.13%
19,014
+2,857
4
$1.85M 2.08%
62,457
-2,569
5
$1.85M 2.08%
20,099
+494
6
$1.74M 1.96%
15,240
-506
7
$1.73M 1.96%
128,147
+14,377
8
$1.71M 1.93%
30,990
+6,100
9
$1.7M 1.92%
44,000
-3,550
10
$1.69M 1.91%
13,317
-1,359
11
$1.69M 1.9%
27,445
-4,861
12
$1.67M 1.88%
16,080
+1,800
13
$1.66M 1.88%
22,155
+14,955
14
$1.61M 1.82%
49,744
+1,755
15
$1.61M 1.81%
12,055
-1,494
16
$1.6M 1.81%
10,518
-451
17
$1.54M 1.74%
+11,555
18
$1.53M 1.73%
14,333
+750
19
$1.51M 1.7%
37,610
+1,640
20
$1.5M 1.69%
19,183
+1,483
21
$1.46M 1.65%
32,600
+700
22
$1.45M 1.64%
17,646
-772
23
$1.44M 1.62%
15,219
+448
24
$1.43M 1.62%
19,905
+1,215
25
$1.42M 1.61%
36,643
+4,646
1
2 3 4