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
$529M
AUM Growth
+$115M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
275
New
Increased
Reduced
Closed

Top Buys

1 +$7.46M
2 +$6.49M
3 +$3.42M
4
TPR icon
Tapestry
TPR
+$3.29M
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$3.16M

Top Sells

1 +$5.33M
2 +$4.54M
3 +$1.77M
4
NRG icon
NRG Energy
NRG
+$1.32M
5
VRT icon
Vertiv
VRT
+$1.06M

Sector Composition

1 Technology 17.68%
2 Financials 13.43%
3 Consumer Discretionary 9.15%
4 Healthcare 8.53%
5 Industrials 8.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
-1,635