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
26
$5.98M 1.12%
14,288
+109
27
$5.32M 0.99%
29,932
+273
28
$5.32M 0.99%
81,403
-12,533
29
$4.66M 0.87%
27,808
+250
30
$4.57M 0.85%
215,967
-3
31
$4.48M 0.84%
77,840
-1,619
32
$4.31M 0.81%
19,142
+132
33
$4.28M 0.8%
11,002
+211
34
$4.2M 0.78%
95,467
-524
35
$4.16M 0.78%
16,154
+6
36
$4.06M 0.76%
7,796
-371
37
$4.05M 0.76%
8,337
+24
38
$4M 0.75%
17,710
+238
39
$3.97M 0.74%
798
+23
40
$3.88M 0.73%
68,811
+2,915
41
$3.82M 0.71%
61,389
+314
42
$3.77M 0.71%
74,853
+121
43
$3.61M 0.68%
50,379
-466
44
$3.45M 0.65%
107,889
+40,765
45
$3.42M 0.64%
24,551
+131
46
$3.28M 0.61%
26,792
+578
47
$3.08M 0.58%
29,580
+935
48
$3.08M 0.58%
10,616
49
$3.04M 0.57%
59,753
+787
50
$2.87M 0.54%
21,357
+1,722
1
2
3 4 5