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
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 11.27%
4 Technology 11.18%
5 Healthcare 10.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.52M 0.52%
45,607
+41,874
27
$2.48M 0.51%
+91,516
28
$2.44M 0.5%
+60,754
29
$2.44M 0.5%
+70,071
30
$2.38M 0.49%
35,747
+31,698
31
$2.34M 0.48%
+84,394
32
$2.21M 0.45%
+57,259
33
$2.19M 0.45%
25,379
+13,823
34
$2.19M 0.45%
57,156
+49,482
35
$2.18M 0.45%
+36,278
36
$2.17M 0.45%
+58,336
37
$2.08M 0.43%
+29,843
38
$2.07M 0.43%
+44,738
39
$2.07M 0.42%
+23,584
40
$2.05M 0.42%
11,144
+9,457
41
$1.99M 0.41%
41,674
+14,677
42
$1.97M 0.4%
+59,975
43
$1.95M 0.4%
79,022
+59,856
44
$1.95M 0.4%
43,337
-23,142
45
$1.94M 0.4%
+53,741
46
$1.93M 0.4%
46,063
+30,039
47
$1.92M 0.39%
73,919
+60,983
48
$1.89M 0.39%
+66,514
49
$1.88M 0.39%
+1,473
50
$1.85M 0.38%
+87,495
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