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
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 11.27%
4 Technology 11.18%
5 Healthcare 10.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.84M 0.38%
157,021
+144,024
52
$1.83M 0.38%
+189,186
53
$1.83M 0.38%
19,291
-23,795
54
$1.82M 0.37%
35,336
+15,442
55
$1.78M 0.37%
55,502
+20,510
56
$1.77M 0.36%
+50,668
57
$1.77M 0.36%
62,167
+47,580
58
$1.76M 0.36%
80,639
-5,232
59
$1.76M 0.36%
81,301
+49,666
60
$1.71M 0.35%
+23,500
61
$1.7M 0.35%
+18,826
62
$1.67M 0.34%
+20,678
63
$1.67M 0.34%
24,109
-3,159
64
$1.64M 0.34%
37,285
+26,690
65
$1.63M 0.34%
24,316
+2,213
66
$1.63M 0.34%
50,698
+34,174
67
$1.63M 0.33%
20,693
+12,448
68
$1.62M 0.33%
+56,481
69
$1.6M 0.33%
38,687
-56,429
70
$1.57M 0.32%
64,192
+42,345
71
$1.57M 0.32%
+8,186
72
$1.56M 0.32%
+112,010
73
$1.56M 0.32%
+30,267
74
$1.54M 0.32%
17,053
-2,996
75
$1.51M 0.31%
23,556
+15,150
1 2
3
4 5