PSP

Principal Street Partners Portfolio holdings

AUM $627M
1-Year Est. Return 22.61%
This Quarter Est. Return
1 Year Est. Return
+22.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$612M
AUM Growth
+$53.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
263
New
Increased
Reduced
Closed

Top Buys

1
+$23.7M
2
+$22.5M
3
+$12.7M
4
MSFT icon
Microsoft
MSFT
+$11.1M
5
META icon
Meta Platforms (Facebook)
META
+$8.25M

Top Sells

1
+$22M
2
+$12.6M
3
+$9.13M
4
DINO icon
HF Sinclair
DINO
+$6.06M
5
GLW icon
Corning
GLW
+$2.99M

Sector Composition

1 Technology 22.23%
2 Financials 10.7%
3 Consumer Discretionary 9.86%
4 Communication Services 9.68%
5 Healthcare 7.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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