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
501
$271K 0.06%
+8,259
502
$271K 0.06%
3,824
+1,349
503
$270K 0.06%
+4,995
504
$270K 0.06%
3,887
-51,115
505
$270K 0.06%
12,813
-21,029
506
$270K 0.06%
+16,243
507
$269K 0.06%
+9,871
508
$268K 0.06%
+4,022
509
$266K 0.05%
+8,429
510
$263K 0.05%
+3,588
511
$263K 0.05%
+3,920
512
$262K 0.05%
34,246
+10,280
513
$262K 0.05%
10,786
+2,343
514
$262K 0.05%
+9,219
515
$261K 0.05%
+5,532
516
$261K 0.05%
30,984
+6,888
517
$259K 0.05%
+4,325
518
$259K 0.05%
+15,126
519
$258K 0.05%
+4,596
520
$258K 0.05%
943
-873
521
$258K 0.05%
+7,651
522
$258K 0.05%
+1,555
523
$255K 0.05%
42
+12
524
$254K 0.05%
+3,971
525
$254K 0.05%
+7,532
19 20
21
22 23