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
201
$755K 0.16%
+7,208
202
$755K 0.16%
+23,950
203
$750K 0.15%
52,915
+11,565
204
$749K 0.15%
+6,899
205
$738K 0.15%
23,826
-15,804
206
$736K 0.15%
+19,164
207
$733K 0.15%
+18,759
208
$733K 0.15%
57,281
+15,370
209
$729K 0.15%
+22,440
210
$726K 0.15%
+20,402
211
$725K 0.15%
+45,866
212
$724K 0.15%
+23,269
213
$723K 0.15%
50,200
+32,400
214
$723K 0.15%
+18,205
215
$720K 0.15%
8,475
+3,873
216
$710K 0.15%
+3,903
217
$710K 0.15%
+108,690
218
$701K 0.14%
10,283
-14,324
219
$695K 0.14%
+21,308
220
$695K 0.14%
+14,684
221
$692K 0.14%
+5,701
222
$691K 0.14%
+14,575
223
$691K 0.14%
23,741
+5,317
224
$688K 0.14%
+36,465
225
$687K 0.14%
+13,973
7 8
9
10 11