PSP

Principal Street Partners Portfolio holdings

AUM $593M
1-Year Est. Return 22.89%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$375M
AUM Growth
-$10.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
225
New
Increased
Reduced
Closed

Top Buys

1
+$4.94M
2
+$4.61M
3
+$990K
4
BBY icon
Best Buy
BBY
+$988K
5
TNL icon
Travel + Leisure Co
TNL
+$926K

Top Sells

1
+$599M
2
+$4.74M
3
+$4.13M
4
CWEN icon
Clearway Energy Class C
CWEN
+$1.04M
5
AMGN icon
Amgen
AMGN
+$849K

Sector Composition

1 Technology 21.78%
2 Financials 12.09%
3 Healthcare 9.29%
4 Consumer Discretionary 8.8%
5 Consumer Staples 7.74%
Name Market Value Portfolio Weight Shares or Principal Change
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