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
276
$71.6K 0.01%
2,860
277
$71.4K 0.01%
1,325
+16
278
$69.6K 0.01%
1,070
279
$69K 0.01%
295
280
$68.5K 0.01%
3,416
+1,585
281
$68.1K 0.01%
903
282
$68.1K 0.01%
1,392
-1,280
283
$65.7K 0.01%
+863
284
$65.5K 0.01%
484
285
$64K 0.01%
156
-379
286
$62.9K 0.01%
2,760
+2,310
287
$62.6K 0.01%
475
+157
288
$62.6K 0.01%
2,132
+24
289
$61.8K 0.01%
1,944
290
$60.2K 0.01%
520
+2
291
$60.1K 0.01%
664
292
$59.7K 0.01%
141
-2,829
293
$59K 0.01%
1,225
+3
294
$58.8K 0.01%
552
+1
295
$58.2K 0.01%
600
296
$57.7K 0.01%
1,017
297
$57.1K 0.01%
1,089
298
$56.9K 0.01%
+235
299
$55.1K 0.01%
198
+1
300
$55K 0.01%
1,150
10 11
12
13 14