PSP
Principal Street Partners Portfolio holdings
AUM
$593M
1-Year Est. Return
22.89%
This Fund
S&P 500
1 Year Est. Return
+22.89%
AUM
$593M
AUM Growth
-$33.7M
(-5.4%)
Holding
282
Top Buys
| 1 | +$8.97M | |
| 2 | +$7.95M | |
| 3 | +$6.08M | |
| 4 |
Omnicom Group
OMC
|
+$5.97M |
| 5 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$3.93M |
Top Sells
| 1 | +$15.9M | |
| 2 | +$9.19M | |
| 3 | +$7.43M | |
| 4 |
IPG
Interpublic Group of Companies
IPG
|
+$6.45M |
| 5 |
Alphabet (Google) Class A
GOOGL
|
+$5.27M |
Sector Composition
| 1 | Technology | 12.33% |
| 2 | Financials | 12.05% |
| 3 | Healthcare | 8.7% |
| 4 | Communication Services | 7.63% |
| 5 | Utilities | 6.93% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
251
SGHC Ltd
SGHC
$5.38B
| – | – |
-21,576
|
|
||
252
Stellantis
STLA
$20.7B
| – | – |
-15,313
|
|
||
253
Tenaris
TS
$26.5B
| – | – |
-6,578
|
|
||
254
Uber
UBER
$155B
| – | – |
-3,547
|
|
||
255
VICI Properties
VICI
$31.7B
| – | – |
-7,019
|
|
||
256
VeriSign
VRSN
$22.4B
| – | – |
-868
|
|
||
257
Vistra
VST
$53.8B
| – | – |
-1,621
|
|
||
258
Westrock Coffee
WEST
$378M
| – | – |
-194,347
|
|