PPSG
Princeton Portfolio Strategies Group Portfolio holdings
AUM
$517M
1-Year Est. Return
37.7%
1 Year Est. Return
+37.7%
AUM
$517M
AUM Growth
+$766K
(+0.15%)
Holding
157
Top Buys
| 1 | +$2.62M | |
| 2 | +$2.32M | |
| 3 | +$1.75M | |
| 4 |
PayPal
PYPL
|
+$1.56M |
| 5 |
SPDR Bloomberg High Yield Bond ETF
JNK
|
+$1.03M |
Top Sells
| 1 | +$4.02M | |
| 2 | +$3.89M | |
| 3 | +$2.29M | |
| 4 |
Apple
AAPL
|
+$2M |
| 5 |
GE Aerospace
GE
|
+$1.58M |
Sector Composition
| 1 | Healthcare | 20.23% |
| 2 | Technology | 19.47% |
| 3 | Industrials | 10.65% |
| 4 | Financials | 8.97% |
| 5 | Consumer Staples | 8.55% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
Kraft Heinz
KHC
$30.4B
| – | – |
-5,060
|
|
||
152
McKesson
MCK
$97.5B
| – | – |
-1,690
|
|
||
153
Otis Worldwide
OTIS
$36.3B
| – | – |
-3,270
|
|
||
154
Philip Morris
PM
$233B
| – | – |
-4,372
|
|
||
155
Southern Company
SO
$106B
| – | – |
-7,649
|
|
||
156
Vertex Pharmaceuticals
VRTX
$109B
| – | – |
-1,930
|
|
||
|
SGEN
157
DELISTED
Seagen Inc. Common Stock
SGEN
| – | – |
-1,500
|
|