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
$367M
AUM Growth
-$12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
223
New
Increased
Reduced
Closed

Top Buys

1 +$2.3M
2 +$1.15M
3 +$1.07M
4
T icon
AT&T
T
+$807K
5
AAPL icon
Apple
AAPL
+$598K

Top Sells

1 +$1.43M
2 +$1.4M
3 +$1.35M
4
STLD icon
Steel Dynamics
STLD
+$1.22M
5
PFE icon
Pfizer
PFE
+$1.2M

Sector Composition

1 Technology 20.74%
2 Financials 12.09%
3 Consumer Discretionary 9.6%
4 Communication Services 9.52%
5 Healthcare 8.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
-6,490
202
-48
203
-7,804
204
-4,169
205
-3,396