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
$321M
AUM Growth
-$63.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
160
New
Increased
Reduced
Closed

Top Buys

1 +$3M
2 +$1.83M
3 +$1.51M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$1.18M
5
MSFT icon
Microsoft
MSFT
+$970K

Top Sells

1 +$3.37M
2 +$2.5M
3 +$2.16M
4
JPM icon
JPMorgan Chase
JPM
+$1.23M
5
SLB icon
SLB Limited
SLB
+$1.17M

Sector Composition

1 Healthcare 21.64%
2 Technology 15.9%
3 Industrials 11.12%
4 Financials 9.88%
5 Consumer Staples 9.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-3,445
152
-1,025
153
-5,800
154
-10,160
155
-6,830
156
-4,700
157
-15,762
158
-8,854
159
-3,500
160
-32,793