AP
Advisor Partners Portfolio holdings
AUM
$1.42B
This Quarter Return
+9.85%
1 Year Return
-3.97%
3 Year Return
+63.85%
5 Year Return
+114.32%
10 Year Return
–
AUM
$967M
AUM Growth
+$967M
(+17%)
Cap. Flow
+$57.3M
Cap. Flow
% of AUM
5.93%
Top 10 Holdings %
Top 10 Hldgs %
22.26%
Holding
735
New
68
Increased
428
Reduced
131
Closed
99
Top Buys
| 1 |
iShares Short Treasury Bond ETF
SHV
|
$2.89M |
| 2 |
Microsoft
MSFT
|
$2.7M |
| 3 |
Apple
AAPL
|
$2.45M |
| 4 |
Bristol-Myers Squibb
BMY
|
$2.16M |
| 5 |
JPMorgan Chase
JPM
|
$2.09M |
Top Sells
Sector Composition
| 1 | Technology | 20.48% |
| 2 | Financials | 16.5% |
| 3 | Healthcare | 14.1% |
| 4 | Communication Services | 9.42% |
| 5 | Industrials | 9.21% |