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
$591M
AUM Growth
+$51.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
622
New
Increased
Reduced
Closed

Top Buys

1
+$1.89M
2
+$1.41M
3
+$1.17M
4
BA icon
Boeing
BA
+$1.12M
5
AMZN icon
Amazon
AMZN
+$964K

Top Sells

1
+$1.74M
2
+$857K
3
+$585K
4
BMY icon
Bristol-Myers Squibb
BMY
+$433K
5
IBM icon
IBM
IBM
+$408K

Sector Composition

1 Technology 17.81%
2 Financials 17.14%
3 Healthcare 13.62%
4 Industrials 9.3%
5 Consumer Discretionary 9.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$443K 0.07%
7,773
+61
302
$442K 0.07%
1,948
+403
303
$442K 0.07%
24,832
+1,587
304
$441K 0.07%
8,375
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305
$440K 0.07%
1,841
+155
306
$437K 0.07%
5,125
-399
307
$437K 0.07%
128,783
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308
$433K 0.07%
2,808
-23
309
$432K 0.07%
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+221
310
$428K 0.07%
6,135
+1,017
311
$424K 0.07%
11,311
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312
$423K 0.07%
14,453
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313
$423K 0.07%
3,078
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314
$420K 0.07%
6,129
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315
$420K 0.07%
8,527
+1,959
316
$419K 0.07%
1,533
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317
$417K 0.07%
7,841
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318
$417K 0.07%
6,598
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319
$417K 0.07%
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-223
320
$417K 0.07%
4,143
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321
$415K 0.07%
4,860
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322
$415K 0.07%
7,085
-1,626
323
$414K 0.07%
12,173
+1,885
324
$413K 0.07%
2,087
+234
325
$413K 0.07%
11,572
+872
11 12
13
14 15