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
626
$184K 0.04%
11,184
-11,162
627
$180K 0.04%
+18,912
628
$180K 0.04%
+487
629
$178K 0.04%
678
+33
630
$174K 0.04%
32,633
+8,159
631
$173K 0.04%
+24,486
632
$170K 0.03%
2,601
-2,640
633
$167K 0.03%
8,404
-15,494
634
$167K 0.03%
+11,554
635
$166K 0.03%
31,475
+10,744
636
$166K 0.03%
+2,143
637
$165K 0.03%
19,194
+6,570
638
$165K 0.03%
+28,398
639
$164K 0.03%
+10,798
640
$164K 0.03%
+11,881
641
$163K 0.03%
19,913
-87,822
642
$163K 0.03%
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643
$161K 0.03%
+34,846
644
$160K 0.03%
1,088
+170
645
$159K 0.03%
+1,150
646
$157K 0.03%
+10,028
647
$154K 0.03%
+15,211
648
$154K 0.03%
+22,533
649
$152K 0.03%
12,250
-692
650
$150K 0.03%
24,200
+3,170
24 25
26
27 28