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
$396M
AUM Growth
-$1.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
255
New
Increased
Reduced
Closed

Top Buys

1 +$4.85M
2 +$4.56M
3 +$1.5M
4
AAP icon
Advance Auto Parts
AAP
+$1.05M
5
UPS icon
United Parcel Service
UPS
+$929K

Top Sells

1 +$5.4M
2 +$5.24M
3 +$3.75M
4
GILD icon
Gilead Sciences
GILD
+$964K
5
IPG icon
Interpublic Group of Companies
IPG
+$899K

Sector Composition

1 Technology 20.46%
2 Healthcare 10.32%
3 Financials 9.68%
4 Consumer Staples 9.32%
5 Communication Services 7.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$277K 0.07%
1,358
+300
177
$275K 0.07%
+3,915
178
$273K 0.07%
1,623
-71
179
$271K 0.07%
2,937
+160
180
$266K 0.07%
4,219
181
$260K 0.07%
960
-20
182
$255K 0.06%
998
-26
183
$254K 0.06%
+6,485
184
$243K 0.06%
2,218
-76
185
$240K 0.06%
+621
186
$234K 0.06%
2,304
187
$231K 0.06%
+3,482
188
$230K 0.06%
+6,818
189
$229K 0.06%
+410
190
$226K 0.06%
742
+23
191
$222K 0.06%
+3,419
192
$222K 0.06%
2,679
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193
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194
$220K 0.06%
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195
$219K 0.06%
27,397
+367
196
$218K 0.06%
2,585
-32
197
$215K 0.05%
19,441
-8,321
198
$213K 0.05%
+4,966
199
$211K 0.05%
9,252
+1,113
200
$207K 0.05%
+5,398