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
$367M
AUM Growth
+$3.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
175
New
Increased
Reduced
Closed

Top Buys

1 +$3.94M
2 +$3.52M
3 +$2.71M
4
WRK
WestRock Company
WRK
+$1.75M
5
PNR icon
Pentair
PNR
+$1.74M

Top Sells

1 +$4.05M
2 +$2.61M
3 +$1.6M
4
SLB icon
SLB Limited
SLB
+$1.6M
5
MMP
Magellan Midstream Partners, L.P.
MMP
+$1.16M

Sector Composition

1 Healthcare 22.24%
2 Technology 13.12%
3 Industrials 12.41%
4 Financials 10.61%
5 Consumer Staples 9.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
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