PGAM

Princeton Global Asset Management Portfolio holdings

AUM $602M
1-Year Est. Return 27.77%
This Quarter Est. Return
1 Year Est. Return
+27.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$535M
AUM Growth
+$20.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
702
New
Increased
Reduced
Closed

Top Buys

1
+$7.83M
2
+$2.42M
3
+$2.31M
4
LRCX icon
Lam Research
LRCX
+$2.25M
5
CRM icon
Salesforce
CRM
+$2.04M

Top Sells

1
+$3.93M
2
+$2.56M
3
+$2.26M
4
CDW icon
CDW
CDW
+$2.18M
5
PH icon
Parker-Hannifin
PH
+$1.88M

Sector Composition

1 Technology 25.97%
2 Financials 14.12%
3 Industrials 9.67%
4 Healthcare 8.13%
5 Consumer Discretionary 5.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$92.5K 0.02%
6,420
252
$91K 0.02%
3,430
253
$89.7K 0.02%
217
254
$87.6K 0.02%
592
255
$87.4K 0.02%
3,455
256
$87.3K 0.02%
+1,409
257
$86K 0.02%
10,526
-1,076
258
$85.4K 0.02%
192
+89
259
$84.1K 0.02%
1,100
260
$83.4K 0.02%
800
261
$80.9K 0.02%
4,702
+8
262
$80.3K 0.02%
920
263
$79.1K 0.01%
716
264
$79.1K 0.01%
+353
265
$78.4K 0.01%
968
+3
266
$77.3K 0.01%
420
267
$76.2K 0.01%
530
268
$75.3K 0.01%
1,286
+10
269
$75K 0.01%
409
-53
270
$74.8K 0.01%
870
+1
271
$74.5K 0.01%
4,983
272
$74.1K 0.01%
1,500
273
$72.9K 0.01%
154
274
$72.1K 0.01%
102
275
$72.1K 0.01%
807
9 10
11
12 13