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
$352M
AUM Growth
-$14.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1
+$3.72M
2
+$2.75M
3
+$1.86M
4
AGN
Allergan plc
AGN
+$1.61M
5
WMB icon
Williams Companies
WMB
+$1.32M

Top Sells

1
+$4.99M
2
+$3.08M
3
+$2.35M
4
ABBV icon
AbbVie
ABBV
+$1.89M
5
BWA icon
BorgWarner
BWA
+$1.43M

Sector Composition

1 Healthcare 22.3%
2 Technology 13.69%
3 Industrials 12.31%
4 Financials 10.46%
5 Consumer Staples 8.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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159
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160
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162
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-9,303
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