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
$397M
AUM Growth
+$21.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
247
New
Increased
Reduced
Closed

Top Buys

1 +$6.07M
2 +$5.42M
3 +$5.25M
4
NWL icon
Newell Brands
NWL
+$4.31M
5
UPS icon
United Parcel Service
UPS
+$4.19M

Top Sells

1 +$4.91M
2 +$4.47M
3 +$4.43M
4
TNL icon
Travel + Leisure Co
TNL
+$4.08M
5
HAS icon
Hasbro
HAS
+$3.99M

Sector Composition

1 Technology 18.85%
2 Healthcare 11.6%
3 Financials 11.5%
4 Consumer Staples 10.82%
5 Industrials 7.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$345K 0.09%
4,698
-508
152
$342K 0.09%
+2,650
153
$339K 0.09%
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154
$339K 0.09%
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158
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175
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