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
$436M
AUM Growth
+$20.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
234
New
Increased
Reduced
Closed

Top Buys

1 +$5.03M
2 +$4.39M
3 +$3.97M
4
WSO icon
Watsco Inc
WSO
+$2M
5
PYPL icon
PayPal
PYPL
+$1.98M

Sector Composition

1 Technology 19.82%
2 Financials 11.3%
3 Healthcare 9.98%
4 Consumer Discretionary 9.51%
5 Consumer Staples 7.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$224K 0.05%
+540
202
$222K 0.05%
+2,120
203
$220K 0.05%
+4,546
204
$217K 0.05%
1,830
-518
205
$215K 0.05%
1,408
-264
206
$205K 0.05%
+851
207
$202K 0.05%
+1,809
208
$142K 0.03%
12,671
209
$82K 0.02%
+24,321
210
$71K 0.02%
+11,592
211
$64K 0.01%
+26,448
212
-2,280
213
-293
214
-2,546
215
-13,423
216
-1,434
217
-49,683
218
-2,057
219
-8,860
220
-3,102
221
-2,147
222
-45,194
223
-37,235
224
-25,230
225
-8,740