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Princeton Portfolio Strategies Group LLC

13F
Princeton Portfolio Strategies Group LLC
Last update 2021-08-02 138 Stocks (3 new)
Value $517.00 Mil Turnover 3 %
Countries:
Princeton Portfolio Strategies... Top Holdings of 2021-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
AAPL
Apple Inc
169,454
23,208.0
-7.92%
4.490
-0.35%
0.000
-13.23%
-18.37%
3,045,713.6
Hardware
MSFT
Microsoft Corp
83,686
22,671.0
-3.67%
4.390
-0.15%
0.000
+18.73%
+12.03%
3,496,120.0
Software
DHR
Danaher Corp
72,923
19,570.0
-1.05%
3.790
-0.03%
0.010
-8.61%
-14.48%
140,285.6
Medical Diagnostics & Research
TMO
Thermo Fisher Scientific Inc
34,536
17,422.0
-0.96%
3.370
-0.03%
0.010
-23.77%
-22.68%
151,714.8
Medical Diagnostics & Research
CMCSA
Comcast Corp
280,271
15,981.0
-0.92%
3.090
-0.03%
0.010
-3.46%
-5.92%
129,559.5
Telecommunication Services
DG
Dollar General Corp
71,859
15,550.0
-4.20%
3.010
-0.12%
0.030
+49.81%
+51.82%
24,973.6
Retail - Defensive
MINT
PIMCO Enhanced Short Maturity Active Exchange-Trad
143,350
14,617.0
-6.56%
2.830
-0.20%
0.110
+1.10%
+1.95%
13,183.2
 
ZTS
Zoetis Inc
76,203
14,201.0
-1.96%
2.750
-0.05%
0.020
+2.08%
+5.11%
75,756.6
Drug Manufacturers
GOOGL
Alphabet Inc
111,580
13,623.0
+6.17%
2.640
+0.15%
0.000
+0.89%
-8.15%
2,114,332.8
Interactive Media
AMT
American Tower Corp
46,499
12,561.0
-2.79%
2.430
-0.06%
0.010
+3.56%
+16.84%
99,498.1
REITs

Princeton Portfolio Strategies Group LLC's Historical Top Holdings Breakdowns

Princeton Portfolio Strategies Group LLC Total Holding History ($B)

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Princeton Portfolio Strategies Group LLC's Asset Allocation

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Princeton Portfolio Strategies Group LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

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Princeton Portfolio Strategies Group LLC's Hypothetical Growth since 2021-06-30

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Year Portfolio % % Excess Gain %

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