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
$506M
AUM Growth
+$48.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1 +$3.97M
2 +$3.42M
3 +$2.1M
4
JPM icon
JPMorgan Chase
JPM
+$1.45M
5
CHE icon
Chemed
CHE
+$965K

Top Sells

1 +$2.06M
2 +$1.69M
3 +$1.6M
4
LHX icon
L3Harris
LHX
+$1.59M
5
BE icon
Bloom Energy
BE
+$647K

Sector Composition

1 Healthcare 20.18%
2 Technology 19.4%
3 Industrials 12.56%
4 Consumer Staples 9.16%
5 Financials 7.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$2.38M 0.47%
10,037
-400
52
$2.35M 0.47%
21,995
+825
53
$2.28M 0.45%
21,277
+1,350
54
$2.26M 0.45%
61,463
-3,424
55
$2.24M 0.44%
16,860
-230
56
$2.2M 0.43%
14,743
-150
57
$2.18M 0.43%
27,125
58
$2.14M 0.42%
106,678
+2,520
59
$2.11M 0.42%
11,630
-387
60
$2.1M 0.41%
39,494
-680
61
$2.06M 0.41%
33,134
-1,133
62
$2.04M 0.4%
24,121
+160
63
$1.99M 0.39%
33,909
-330
64
$1.92M 0.38%
30,919
+714
65
$1.83M 0.36%
8,215
66
$1.79M 0.35%
33,639
-1,180
67
$1.76M 0.35%
16,120
-200
68
$1.74M 0.34%
7,140
+38
69
$1.65M 0.33%
25,231
70
$1.65M 0.33%
23,845
+18
71
$1.63M 0.32%
36,491
72
$1.63M 0.32%
13,501
+21
73
$1.6M 0.32%
32,200
-1,000
74
$1.59M 0.31%
17,301
-527
75
$1.55M 0.31%
21,719
-1,202