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
351
$37.4K 0.01%
860
352
$37.3K 0.01%
200
353
$36.9K 0.01%
3,337
-1,145
354
$36.8K 0.01%
2,618
355
$36.8K 0.01%
523
356
$36.4K 0.01%
518
357
$36.4K 0.01%
202
-56
358
$36.3K 0.01%
452
+2
359
$35.7K 0.01%
196
360
$35.7K 0.01%
230
361
$35.6K 0.01%
135
362
$35K 0.01%
600
363
$34.9K 0.01%
650
364
$34.6K 0.01%
524
-125
365
$33.9K 0.01%
1,432
366
$33.5K 0.01%
+200
367
$32.9K 0.01%
431
+1
368
$32.4K 0.01%
70
369
$32.3K 0.01%
52
370
$32.3K 0.01%
1,650
371
$32.3K 0.01%
596
+5
372
$32K 0.01%
400
373
$31.1K 0.01%
1,364
374
$31K 0.01%
246
375
$30.6K 0.01%
351
+3
13 14
15
16 17