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
401
$297K 0.05%
8,881
+1,410
402
$295K 0.05%
+6,301
403
$295K 0.05%
2,849
-126
404
$295K 0.05%
4,531
+76
405
$294K 0.05%
7,169
+1
406
$294K 0.05%
2,186
-18
407
$293K 0.05%
5,530
-90
408
$292K 0.05%
9,318
+255
409
$292K 0.05%
1,767
+123
410
$291K 0.05%
5,008
+202
411
$290K 0.05%
2,136
+174
412
$290K 0.05%
8,130
+646
413
$289K 0.05%
5,924
-920
414
$287K 0.05%
1,016
+64
415
$286K 0.05%
2,806
+241
416
$285K 0.05%
19,330
+1,270
417
$283K 0.05%
4,431
+113
418
$283K 0.05%
2,635
-492
419
$282K 0.05%
9,276
+177
420
$281K 0.05%
7,393
-1,118
421
$281K 0.05%
5,343
+747
422
$280K 0.05%
+7,648
423
$279K 0.05%
3,306
+176
424
$278K 0.05%
+3,405
425
$278K 0.05%
3,402
-30
15 16
17
18 19