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
1
$6.62M 1.36%
239,968
+208,632
2
$5.31M 1.09%
69,079
-11,285
3
$4.65M 0.95%
+91,528
4
$4.64M 0.95%
79,690
+41,257
5
$4.5M 0.92%
+46,683
6
$4.19M 0.86%
59,518
+50,411
7
$4.18M 0.86%
78,761
+61,337
8
$4.12M 0.85%
43,666
+31,933
9
$3.56M 0.73%
89,224
+6,916
10
$3.54M 0.73%
+163,719
11
$3.52M 0.72%
68,624
+36,580
12
$3.23M 0.66%
+85,164
13
$3.21M 0.66%
27,693
+23,597
14
$3.2M 0.66%
59,543
+11,608
15
$3.12M 0.64%
+35,172
16
$2.99M 0.61%
+54,996
17
$2.99M 0.61%
+71,356
18
$2.9M 0.6%
+42,124
19
$2.9M 0.6%
+119,794
20
$2.82M 0.58%
63,932
+28,324
21
$2.8M 0.57%
+38,552
22
$2.65M 0.54%
57,276
-2,983
23
$2.63M 0.54%
+71,478
24
$2.58M 0.53%
+105,892
25
$2.54M 0.52%
+50,174
1
2 3 4 5