PGAM
Princeton Global Asset Management Portfolio holdings
AUM
$551M
1-Year Return
25.25%
This Quarter Return
-11.13%
1 Year Return
+25.25%
3 Year Return
+82.35%
5 Year Return
+152.17%
10 Year Return
–
AUM
$309M
AUM Growth
-$50.6M
(-14%)
Cap. Flow
-$5.79M
Cap. Flow
% of AUM
-1.87%
Top 10 Holdings %
Top 10 Hldgs %
27.91%
Holding
622
New
19
Increased
108
Reduced
122
Closed
42
Top Buys
| 1 |
Linde
LIN
|
$3.31M |
| 2 |
Eaton
ETN
|
$2.14M |
| 3 |
Extra Space Storage
EXR
|
$1.75M |
| 4 |
M&T Bank
MTB
|
$339K |
| 5 |
Watsco
WSO
|
$315K |
Top Sells
| 1 |
Apple
AAPL
|
$2.14M |
| 2 |
Comcast
CMCSA
|
$1.87M |
| 3 |
Abbott
ABT
|
$1.76M |
| 4 |
Medtronic
MDT
|
$1.66M |
| 5 |
Mondelez International
MDLZ
|
$1.47M |
Sector Composition
| 1 | Technology | 19.09% |
| 2 | Healthcare | 18.86% |
| 3 | Financials | 11.86% |
| 4 | Industrials | 10.4% |
| 5 | Consumer Discretionary | 5.11% |
