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
$322M
AUM Growth
+$185M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
817
New
Increased
Reduced
Closed

Top Buys

1
+$11.5M
2
+$4.29M
3
+$3.34M
4
DD icon
DuPont de Nemours
DD
+$2.79M
5
LMT icon
Lockheed Martin
LMT
+$2.79M

Top Sells

1
+$1.03M
2
+$957K
3
+$891K
4
SPG icon
Simon Property Group
SPG
+$877K
5
QCOM icon
Qualcomm
QCOM
+$807K

Sector Composition

1 Technology 12.14%
2 Financials 11.35%
3 Consumer Discretionary 10.53%
4 Industrials 10.29%
5 Healthcare 9.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.13M 0.35%
+22,807
52
$1.11M 0.34%
20,444
+13,485
53
$1.1M 0.34%
23,196
+5,755
54
$1.1M 0.34%
25,095
+17,333
55
$1.1M 0.34%
+29,143
56
$1.09M 0.34%
+27,802
57
$1.09M 0.34%
19,569
+14,642
58
$1.05M 0.33%
+39,641
59
$1.05M 0.33%
39,269
+19,212
60
$1.05M 0.33%
35,589
+24,268
61
$1.02M 0.32%
14,134
+9,485
62
$1.01M 0.32%
+38,119
63
$1.01M 0.31%
+68,808
64
$1.01M 0.31%
+88,800
65
$996K 0.31%
+16,125
66
$971K 0.3%
+47,500
67
$968K 0.3%
+26,718
68
$966K 0.3%
24,123
+13,874
69
$956K 0.3%
+13,641
70
$945K 0.29%
+36,571
71
$940K 0.29%
+9,003
72
$935K 0.29%
18,473
+9,532
73
$934K 0.29%
+12,807
74
$927K 0.29%
+16,201
75
$925K 0.29%
+25,774
1 2
3
4 5