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
$300M
AUM Growth
+$14.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
440
New
Increased
Reduced
Closed

Top Buys

1 +$1.06M
2 +$880K
3 +$462K
4
BIIB icon
Biogen
BIIB
+$460K
5
MDLZ icon
Mondelez International
MDLZ
+$458K

Top Sells

1 +$886K
2 +$528K
3 +$351K
4
CVS icon
CVS Health
CVS
+$331K
5
DHR icon
Danaher
DHR
+$317K

Sector Composition

1 Healthcare 14.99%
2 Technology 14.16%
3 Financials 14.01%
4 Consumer Staples 10.36%
5 Industrials 10.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
-11,564