PAM
Princeton Alpha Management Portfolio holdings
AUM
$299M
1-Year Return
11.81%
This Quarter Return
+3.55%
1 Year Return
+11.81%
3 Year Return
-9.27%
5 Year Return
–
10 Year Return
–
AUM
$299M
AUM Growth
-$187M
(-38%)
Cap. Flow
-$199M
Cap. Flow
% of AUM
-66.51%
Top 10 Holdings %
Top 10 Hldgs %
8.84%
Holding
874
New
206
Increased
94
Reduced
228
Closed
345
Top Buys
| 1 |
Intuit
INTU
|
+$2.1M |
| 2 |
Kroger
KR
|
+$2.06M |
| 3 |
JPMorgan Chase
JPM
|
+$1.71M |
| 4 |
Occidental Petroleum
OXY
|
+$1.69M |
| 5 |
HCA Healthcare
HCA
|
+$1.68M |
Top Sells
| 1 |
Target
TGT
|
+$4.41M |
| 2 |
Simon Property Group
SPG
|
+$4.26M |
| 3 |
Stanley Black & Decker
SWK
|
+$3.76M |
| 4 |
Best Buy
BBY
|
+$3.5M |
| 5 |
Bank of America
BAC
|
+$3.38M |
Sector Composition
| 1 | Financials | 16.25% |
| 2 | Consumer Discretionary | 12.55% |
| 3 | Industrials | 12.42% |
| 4 | Healthcare | 11.58% |
| 5 | Technology | 9.95% |
