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
576
$3.02K ﹤0.01%
24
-66
577
$2.98K ﹤0.01%
33
578
$2.97K ﹤0.01%
40
579
$2.93K ﹤0.01%
20
580
$2.9K ﹤0.01%
300
581
$2.84K ﹤0.01%
56
582
$2.77K ﹤0.01%
15
583
$2.76K ﹤0.01%
+1,000
584
$2.7K ﹤0.01%
113
585
$2.63K ﹤0.01%
100
586
$2.5K ﹤0.01%
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587
$2.5K ﹤0.01%
1,000
588
$2.47K ﹤0.01%
15
589
$2.46K ﹤0.01%
19
590
$2.37K ﹤0.01%
20
591
$2.26K ﹤0.01%
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592
$2.26K ﹤0.01%
10
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$2.22K ﹤0.01%
6
+4
594
$2.09K ﹤0.01%
100
595
$2.06K ﹤0.01%
100
596
$2.06K ﹤0.01%
+10
597
$2.02K ﹤0.01%
53
598
$2K ﹤0.01%
39
+1
599
$1.97K ﹤0.01%
23
600
$1.75K ﹤0.01%
34
22 23
24
25 26