PAM
Princeton Alpha Management Portfolio holdings
AUM
$299M
1-Year Return
11.81%
This Quarter Return
+0.84%
1 Year Return
+11.81%
3 Year Return
-9.27%
5 Year Return
–
10 Year Return
–
AUM
$561M
AUM Growth
-$55.8M
(-9%)
Cap. Flow
-$55.5M
Cap. Flow
% of AUM
-9.9%
Top 10 Holdings %
Top 10 Hldgs %
9.55%
Holding
1,112
New
410
Increased
153
Reduced
184
Closed
365
Top Buys
| 1 |
Walmart
WMT
|
+$5.71M |
| 2 |
Visa
V
|
+$5.07M |
| 3 |
CME Group
CME
|
+$4.47M |
| 4 |
Amgen
AMGN
|
+$4.38M |
| 5 |
Meta Platforms (Facebook)
META
|
+$4.09M |
Top Sells
| 1 |
Citigroup
C
|
+$5.8M |
| 2 |
Mondelez International
MDLZ
|
+$5.16M |
| 3 |
American Electric Power
AEP
|
+$5.01M |
| 4 |
ConocoPhillips
COP
|
+$4.8M |
| 5 |
Lincoln National
LNC
|
+$4.69M |
Sector Composition
| 1 | Financials | 14.48% |
| 2 | Consumer Discretionary | 14.27% |
| 3 | Industrials | 11.45% |
| 4 | Technology | 11.19% |
| 5 | Healthcare | 10.46% |
