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
$268M
AUM Growth
+$29.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
147
New
Increased
Reduced
Closed

Top Buys

1 +$5.61M
2 +$4.5M
3 +$4.42M
4
EMN icon
Eastman Chemical
EMN
+$4.4M
5
STT icon
State Street
STT
+$4.38M

Top Sells

1 +$2.93M
2 +$2.59M
3 +$2.46M
4
TXN icon
Texas Instruments
TXN
+$2.27M
5
AMZN icon
Amazon
AMZN
+$2.19M

Sector Composition

1 Technology 17.14%
2 Healthcare 13.97%
3 Consumer Staples 13.02%
4 Utilities 10.6%
5 Communication Services 9.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$176K 0.07%
+24,356
127
$166K 0.06%
23,361
+690
128
$113K 0.04%
10,000
129
-26,596
130
-2,354
131
-29,187
132
-8,532
133
-12,300
134
-13,432
135
-2,525
136
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137
-23,463
138
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139
-10,950
140
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141
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142
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143
-16,664
144
-15,540
145
-3,006
146
-38,510
147
-10,942