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
$355M
AUM Growth
-$85.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
990
New
Increased
Reduced
Closed

Top Buys

1
+$3.66M
2
+$3.62M
3
+$3.15M
4
MCO icon
Moody's
MCO
+$2.88M
5
WYNN icon
Wynn Resorts
WYNN
+$2.83M

Top Sells

1
+$28.1M
2
+$5.29M
3
+$4.33M
4
WBA
Walgreens Boots Alliance
WBA
+$3.93M
5
HOG icon
Harley-Davidson
HOG
+$3.67M

Sector Composition

1 Financials 14.34%
2 Industrials 12.5%
3 Consumer Discretionary 12.38%
4 Technology 10.84%
5 Energy 8.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.34M 0.38%
17,657
+13,619
52
$1.33M 0.37%
+11,140
53
$1.3M 0.37%
48,845
+24,467
54
$1.3M 0.37%
71,316
-77,561
55
$1.28M 0.36%
+20,726
56
$1.27M 0.36%
+32,119
57
$1.25M 0.35%
16,682
-7,287
58
$1.25M 0.35%
+75,534
59
$1.24M 0.35%
10,412
-4,239
60
$1.23M 0.35%
18,887
+4,515
61
$1.23M 0.35%
+60,851
62
$1.23M 0.35%
+43,001
63
$1.22M 0.34%
24,054
+8,886
64
$1.22M 0.34%
+153,680
65
$1.2M 0.34%
+25,244
66
$1.12M 0.32%
28,755
+3,667
67
$1.12M 0.32%
+44,619
68
$1.12M 0.32%
9,647
+8,856
69
$1.11M 0.31%
22,452
-38,118
70
$1.11M 0.31%
56,202
+17,340
71
$1.1M 0.31%
24,272
-30,220
72
$1.1M 0.31%
+14,018
73
$1.09M 0.31%
+6,277
74
$1.08M 0.3%
+12,714
75
$1.08M 0.3%
+89,115
1 2
3
4 5