PPSG
Princeton Portfolio Strategies Group Portfolio holdings
AUM
$517M
This Quarter Return
+5.58%
1 Year Return
+37.7%
3 Year Return
+83.87%
5 Year Return
+128.4%
10 Year Return
–
AUM
$310M
AUM Growth
+$310M
(+5.2%)
Cap. Flow
+$186K
Cap. Flow
% of AUM
0.06%
Top 10 Holdings %
Top 10 Hldgs %
26.01%
Holding
146
New
9
Increased
58
Reduced
51
Closed
8
Top Buys
| 1 |
Newell Brands
NWL
|
$4.41M |
| 2 |
S&P Global
SPGI
|
$2.67M |
| 3 |
TMX
Terminix Global Holdings, Inc.
TMX
|
$1.71M |
| 4 |
Alphabet (Google) Class A
GOOGL
|
$1.32M |
| 5 |
Apple
AAPL
|
$1.19M |
Top Sells
| 1 |
Perrigo
PRGO
|
$3.44M |
| 2 |
Mondelez International
MDLZ
|
$3.21M |
| 3 |
Ametek
AME
|
$2.25M |
| 4 |
ITC
ITC HOLDINGS CORP
ITC
|
$1.68M |
| 5 |
American Water Works
AWK
|
$1.51M |
Sector Composition
| 1 | Healthcare | 27.77% |
| 2 | Industrials | 11.82% |
| 3 | Consumer Staples | 11.35% |
| 4 | Technology | 10.49% |
| 5 | Energy | 7.12% |
