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
$509M
AUM Growth
-$103M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
258
New
Increased
Reduced
Closed

Top Buys

1 +$16M
2 +$6.05M
3 +$1.31M
4
AVGO icon
Broadcom
AVGO
+$1.06M
5
IWN icon
iShares Russell 2000 Value ETF
IWN
+$1M

Top Sells

1 +$26.5M
2 +$24M
3 +$14.2M
4
MSFT icon
Microsoft
MSFT
+$10.8M
5
META icon
Meta Platforms (Facebook)
META
+$9.55M

Sector Composition

1 Technology 17.82%
2 Financials 13.97%
3 Consumer Discretionary 9.84%
4 Communication Services 8.59%
5 Healthcare 7.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
-14,400
227
-55,641
228
-2,303
229
-232
230
-1,088
231
-3,424
232
-1,389
233
-764
234
-1,502
235
-1,243