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
$1.17B
AUM Growth
+$92.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
723
New
Increased
Reduced
Closed

Top Buys

1 +$1.35M
2 +$1.04M
3 +$741K
4
ED icon
Consolidated Edison
ED
+$661K
5
PBCT
People's United Financial Inc
PBCT
+$655K

Top Sells

1 +$1.53M
2 +$1.3M
3 +$1.26M
4
CSCO icon
Cisco
CSCO
+$1.15M
5
C icon
Citigroup
C
+$1.12M

Sector Composition

1 Technology 24.4%
2 Healthcare 14.52%
3 Financials 13.63%
4 Consumer Discretionary 10.57%
5 Communication Services 9.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
601
$226K 0.02%
127,584
-194,204
602
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+1,317
603
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612
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-230