AP

Advisor Partners Portfolio holdings

AUM $1.42B
1-Year Est. Return 3.97%
This Quarter Est. Return
1 Year Est. Return
-3.97%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$509M
AUM Growth
+$83.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
512
New
Increased
Reduced
Closed

Top Buys

1 +$1.94M
2 +$568K
3 +$393K
4
TM icon
Toyota
TM
+$365K
5
VZ icon
Verizon
VZ
+$331K

Top Sells

1 +$1.74M
2 +$1.68M
3 +$1.68M
4
NWL icon
Newell Brands
NWL
+$398K
5
IBM icon
IBM
IBM
+$385K

Sector Composition

1 Financials 15.42%
2 Technology 14.55%
3 Healthcare 13.1%
4 Industrials 9.08%
5 Communication Services 7.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$449K 0.09%
4,201
+105
252
$446K 0.09%
7,445
+217
253
$445K 0.09%
7,095
+119
254
$442K 0.09%
5,610
+673
255
$442K 0.09%
7,300
+1,142
256
$441K 0.09%
9,535
-571
257
$441K 0.09%
3,147
+1,426
258
$437K 0.09%
3,346
-51
259
$436K 0.09%
12,804
+791
260
$435K 0.09%
3,138
+135
261
$434K 0.09%
5,639
+1,677
262
$434K 0.09%
7,650
-72
263
$432K 0.08%
8,345
-1,306
264
$432K 0.08%
2,780
-87
265
$431K 0.08%
11,357
-118
266
$430K 0.08%
1,343
-17
267
$428K 0.08%
15,925
+304
268
$427K 0.08%
4,723
-100
269
$426K 0.08%
1,752
+51
270
$426K 0.08%
6,057
+64
271
$425K 0.08%
4,803
+640
272
$423K 0.08%
4,630
-83
273
$422K 0.08%
2,289
-1
274
$419K 0.08%
8,575
-861
275
$411K 0.08%
3,107
+583