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
$333M
AUM Growth
+$15.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
183
New
Increased
Reduced
Closed

Top Buys

1 +$1.05M
2 +$945K
3 +$828K
4
RTN
Raytheon Company
RTN
+$779K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$688K

Top Sells

1 +$1.54M
2 +$1.45M
3 +$1.12M
4
UNP icon
Union Pacific
UNP
+$1M
5
MCK icon
McKesson
MCK
+$898K

Sector Composition

1 Healthcare 24.1%
2 Technology 12.7%
3 Industrials 11.99%
4 Consumer Staples 11.13%
5 Financials 8.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-2,000
177
0
178
-7,026
179
-9,175
180
-5,451
181
-10,283
182
-16,614