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
$317M
AUM Growth
+$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$6.51M
2
+$2.89M
3
+$2.15M
4
AVGO icon
Broadcom
AVGO
+$1.44M
5
GEV icon
GE Vernova
GEV
+$1.42M

Top Sells

1
+$1.72M
2
+$1.59M
3
+$1.31M
4
HPE icon
Hewlett Packard
HPE
+$1.1M
5
HPQ icon
HP
HPQ
+$1.08M

Sector Composition

1 Technology 53.13%
2 Healthcare 11.71%
3 Consumer Discretionary 8.21%
4 Communication Services 8.2%
5 Industrials 6.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$53.3M 16.78%
438,591
+23,830
2
$32.6M 10.26%
139,854
+1,537
3
$24.4M 7.69%
56,712
+545
4
$22.5M 7.08%
120,553
+2,047
5
$16M 5.03%
96,294
+2,358
6
$13.2M 4.16%
14,906
+917
7
$10.3M 3.23%
48,878
+583
8
$9.88M 3.11%
35,226
+23,204
9
$7.3M 2.3%
24,491
+320
10
$7.14M 2.25%
41,960
+1,259
11
$7.03M 2.21%
15,110
+74
12
$6.93M 2.18%
29,795
-1,209
13
$5.84M 1.84%
49,040
+183
14
$5.16M 1.63%
10,459
+1,572
15
$4.71M 1.48%
19,626
-2,660
16
$4.38M 1.38%
25,371
+8,341
17
$4.06M 1.28%
23,739
+729
18
$3.84M 1.21%
39,943
-4,636
19
$3.5M 1.1%
21,357
+1,729
20
$3.17M 1%
3,579
+20
21
$2.79M 0.88%
16,711
-270
22
$2.78M 0.88%
24,493
+62
23
$2.7M 0.85%
14,315
+687
24
$2.69M 0.85%
59,947
-1,397
25
$2.29M 0.72%
9,000
+5,581
1
2 3 4 5