PAM

Princeton Alpha Management Portfolio holdings

AUM $299M
1-Year Est. Return 11.81%
This Quarter Est. Return
1 Year Est. Return
+11.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$487M
AUM Growth
-$20.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,049
New
Increased
Reduced
Closed

Top Buys

1
+$5.75M
2
+$4.65M
3
+$4.5M
4
MJN
Mead Johnson Nutrition Company
MJN
+$3.55M
5
WMT icon
Walmart Inc
WMT
+$3.54M

Top Sells

1
+$5.36M
2
+$4.99M
3
+$4.68M
4
RTN
Raytheon Company
RTN
+$4.45M
5
LOW icon
Lowe's Companies
LOW
+$4.34M

Sector Composition

1 Financials 14.26%
2 Consumer Discretionary 13.76%
3 Industrials 11.44%
4 Technology 11.01%
5 Healthcare 10.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$397K 0.08%
29,172
-2,030
377
$393K 0.08%
+18,218
378
$389K 0.08%
+9,062
379
$389K 0.08%
+4,900
380
$387K 0.08%
7,744
-11,601
381
$387K 0.08%
14,554
+3,937
382
$386K 0.08%
8,185
-12,948
383
$382K 0.08%
15,289
-1,185
384
$381K 0.08%
+28,858
385
$380K 0.08%
7,931
-542
386
$380K 0.08%
75,759
+16,205
387
$380K 0.08%
+15,660
388
$378K 0.08%
6,651
-4,778
389
$378K 0.08%
13,922
-3,978
390
$377K 0.08%
+10,653
391
$376K 0.08%
4,780
-60
392
$375K 0.08%
1,285
+769
393
$374K 0.08%
3,806
-233
394
$373K 0.08%
11,043
-5,702
395
$372K 0.08%
+10,501
396
$372K 0.08%
+9,991
397
$370K 0.08%
14,400
-64,468
398
$369K 0.08%
16,006
-12,207
399
$369K 0.08%
+12,396
400
$368K 0.08%
25,945
-6,359
14 15
16
17 18