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
$284M
AUM Growth
+$25.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1 +$3.74M
2 +$1.94M
3 +$1.25M
4
ABBV icon
AbbVie
ABBV
+$1.02M
5
MRK icon
Merck
MRK
+$893K

Top Sells

1 +$1.18M
2 +$606K
3 +$444K
4
QEP
QEP RESOURCES, INC.
QEP
+$311K
5
GD icon
General Dynamics
GD
+$297K

Sector Composition

1 Healthcare 31.08%
2 Industrials 11.6%
3 Energy 9.96%
4 Technology 9.09%
5 Consumer Staples 7.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$235K 0.08%
+6,457
127
$218K 0.08%
+5,013
128
$213K 0.08%
6,860
-400
129
$212K 0.07%
+1,140
130
$211K 0.07%
+4,060
131
$211K 0.07%
2,173
-318
132
$208K 0.07%
+4,835
133
$201K 0.07%
479
+4
134
$194K 0.07%
+11,958
135
$178K 0.06%
20,870
+470
136
$12K ﹤0.01%
5
137
-1,750
138
-2,190
139
-14,900