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
76
$1.51M 0.31%
97,499
+84,079
77
$1.5M 0.31%
+26,318
78
$1.49M 0.31%
29,120
+24,559
79
$1.49M 0.31%
51,514
+44,016
80
$1.49M 0.31%
+10,769
81
$1.48M 0.3%
62,177
+38,053
82
$1.48M 0.3%
+25,470
83
$1.46M 0.3%
41,498
+26,269
84
$1.45M 0.3%
29,472
+23,812
85
$1.4M 0.29%
+24,530
86
$1.39M 0.29%
+8,890
87
$1.39M 0.29%
113,006
+43,138
88
$1.36M 0.28%
35,074
+21,154
89
$1.35M 0.28%
53,924
+3,455
90
$1.32M 0.27%
49,350
+17,747
91
$1.29M 0.27%
+42,275
92
$1.29M 0.26%
+17,454
93
$1.29M 0.26%
+13,262
94
$1.28M 0.26%
+30,056
95
$1.26M 0.26%
+108,461
96
$1.26M 0.26%
29,767
-5,391
97
$1.24M 0.25%
+26,442
98
$1.23M 0.25%
32,569
+15,876
99
$1.22M 0.25%
+10,351
100
$1.22M 0.25%
57,014
+47,221
2 3
4
5 6