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
$345M
AUM Growth
-$6.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1 +$2.7M
2 +$1.35M
3 +$1.07M
4
EQIX icon
Equinix
EQIX
+$735K
5
NVT icon
nVent Electric
NVT
+$551K

Top Sells

1 +$4.62M
2 +$1.15M
3 +$983K
4
TMX
Terminix Global Holdings, Inc.
TMX
+$728K
5
PNR icon
Pentair
PNR
+$691K

Sector Composition

1 Healthcare 21.59%
2 Technology 14.78%
3 Industrials 12.28%
4 Financials 10.08%
5 Consumer Staples 8.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-7,246
152
-1,025
153
-15,925
154
-4,549
155
-8,550
156
-7,400