PPSG

Princeton Portfolio Strategies Group Portfolio holdings

AUM $517M
1-Year Est. Return 37.7%
This Quarter Est. Return
1 Year Est. Return
+37.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$364M
AUM Growth
+$15.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
184
New
Increased
Reduced
Closed

Top Buys

1 +$6.76M
2 +$2.61M
3 +$2.35M
4
DD icon
DuPont de Nemours
DD
+$1.21M
5
BHF icon
Brighthouse Financial
BHF
+$1.02M

Top Sells

1 +$3.17M
2 +$1.07M
3 +$676K
4
ADP icon
Automatic Data Processing
ADP
+$654K
5
ABBV icon
AbbVie
ABBV
+$465K

Sector Composition

1 Healthcare 23.87%
2 Technology 11.99%
3 Industrials 11.62%
4 Consumer Staples 10.43%
5 Financials 9.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$2.55M 0.69%
75,363
+843
52
$2.54M 0.69%
28,066
-575
53
$2.46M 0.67%
56,255
-489
54
$2.44M 0.66%
59,225
-2,050
55
$2.35M 0.64%
28,906
-2,081
56
$2.35M 0.63%
+134,917
57
$2.26M 0.61%
16,738
58
$1.94M 0.53%
30,936
-568
59
$1.76M 0.48%
6,945
-408
60
$1.75M 0.47%
68,908
61
$1.7M 0.46%
26,362
-451
62
$1.69M 0.46%
32,626
-2,589
63
$1.63M 0.44%
10,630
-205
64
$1.63M 0.44%
12,294
-200
65
$1.6M 0.43%
22,505
66
$1.58M 0.43%
13,165
-264
67
$1.53M 0.41%
17,863
+3
68
$1.5M 0.4%
39,254
+307
69
$1.47M 0.4%
20,144
70
$1.43M 0.39%
31,694
71
$1.42M 0.38%
9,928
-81
72
$1.39M 0.38%
7,931
-535
73
$1.39M 0.38%
7,462
-2,028
74
$1.28M 0.35%
11,519
-997
75
$1.27M 0.35%
25,122
+485