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
$151M
AUM Growth
+$2.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1 +$3.24M
2 +$1.45M
3 +$1.44M
4
CMCSA icon
Comcast
CMCSA
+$1.39M
5
MRK icon
Merck
MRK
+$1.01M

Top Sells

1 +$1.41M
2 +$1.16M
3 +$1.11M
4
ADM icon
Archer Daniels Midland
ADM
+$972K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$751K

Sector Composition

1 Healthcare 24.15%
2 Industrials 17.48%
3 Energy 11.61%
4 Technology 9.94%
5 Materials 6.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$208K 0.14%
6,600
102
$205K 0.14%
2,900
-500
103
$199K 0.13%
26,500
-4,880
104
$112K 0.07%
14,000
105
$31K 0.02%
1
106
$19K 0.01%
5
107
-62,381
108
-11,375
109
-7,458
110
-12,070
111
-9,938
112
-4,600
113
-7,725