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 Inc
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 11.44%
4 Technology 11.01%
5 Healthcare 10.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.03M 0.21%
+16,316
127
$1.02M 0.21%
+67,831
128
$1.01M 0.21%
24,682
-5,714
129
$1.01M 0.21%
+13,608
130
$1.01M 0.21%
27,690
+14,910
131
$1.01M 0.21%
23,566
+7,317
132
$1.01M 0.21%
31,001
+591
133
$991K 0.2%
5,319
-5,283
134
$989K 0.2%
23,968
-5,193
135
$989K 0.2%
+17,752
136
$989K 0.2%
+13,747
137
$984K 0.2%
27,510
-13,885
138
$983K 0.2%
10,015
-7,725
139
$981K 0.2%
+6,939
140
$980K 0.2%
+31,301
141
$977K 0.2%
+17,064
142
$974K 0.2%
22,015
-25,973
143
$972K 0.2%
79,911
+8,750
144
$961K 0.2%
10,298
-19,634
145
$959K 0.2%
75,775
+63,791
146
$955K 0.2%
14,765
+1,516
147
$953K 0.2%
+8,740
148
$937K 0.19%
+8,108
149
$934K 0.19%
+18,030
150
$934K 0.19%
10,612
+5,762
4 5
6
7 8