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
$364M
AUM Growth
+$15.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
184
New
Increased
Reduced
Closed

Top Buys

1 +$6.76M
2 +$2.61M
3 +$2.35M
4
DD icon
DuPont de Nemours
DD
+$1.21M
5
BHF icon
Brighthouse Financial
BHF
+$1.02M

Top Sells

1 +$3.17M
2 +$1.07M
3 +$676K
4
ADP icon
Automatic Data Processing
ADP
+$654K
5
ABBV icon
AbbVie
ABBV
+$465K

Sector Composition

1 Healthcare 23.87%
2 Technology 11.99%
3 Industrials 11.62%
4 Consumer Staples 10.43%
5 Financials 9.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
0
177
-10,000
178
-12,000
179
-2,650
180
-3,297
181
-13,284
182
-3,396
183
-24,000