PSP

Principal Street Partners Portfolio holdings

AUM $1.02B
1-Year Est. Return 20.82%
This Quarter Est. Return
1 Year Est. Return
+20.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$436M
AUM Growth
+$20.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
234
New
Increased
Reduced
Closed

Top Buys

1 +$5.03M
2 +$4.39M
3 +$3.97M
4
WSO icon
Watsco Inc
WSO
+$2M
5
PYPL icon
PayPal
PYPL
+$1.98M

Sector Composition

1 Technology 19.82%
2 Financials 11.3%
3 Healthcare 9.98%
4 Consumer Discretionary 9.51%
5 Consumer Staples 7.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
-7,833
227
-7,860
228
-4,057
229
-1,394
230
-14,293
231
-394
232
-28,956
233
-6,400