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
$332M
AUM Growth
+$32.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
459
New
Increased
Reduced
Closed

Top Buys

1 +$1.09M
2 +$973K
3 +$604K
4
WFC icon
Wells Fargo
WFC
+$588K
5
BAC icon
Bank of America
BAC
+$570K

Top Sells

1 +$626K
2 +$386K
3 +$341K
4
NLSN
Nielsen Holdings plc
NLSN
+$282K
5
MDT icon
Medtronic
MDT
+$260K

Sector Composition

1 Financials 16.75%
2 Technology 14.59%
3 Healthcare 14.01%
4 Industrials 10.42%
5 Consumer Staples 9.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
-2,092
402
-1,647
403
-8,996
404
-13,021
405
-5,627
406
-10,730
407
-5,257
408
-1,757