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
51
$2.31M 0.39%
11,174
+1,050
52
$2.23M 0.38%
28,333
+2,102
53
$2.19M 0.37%
13,408
+862
54
$2.19M 0.37%
16,150
+997
55
$2.17M 0.37%
43,413
+313
56
$2.14M 0.36%
25,110
+2,968
57
$2.1M 0.35%
10,858
+504
58
$2.06M 0.35%
9,352
+98
59
$2.05M 0.35%
24,606
+513
60
$2M 0.34%
20,916
+2,395
61
$1.98M 0.33%
20,179
+1,443
62
$1.97M 0.33%
972
+75
63
$1.96M 0.33%
14,651
-3,052
64
$1.9M 0.32%
27,262
+3,937
65
$1.9M 0.32%
34,244
-7,826
66
$1.84M 0.31%
13,715
+1,974
67
$1.84M 0.31%
13,589
+864
68
$1.81M 0.31%
7,609
+247
69
$1.8M 0.3%
25,453
-228
70
$1.8M 0.3%
27,935
+7,485
71
$1.75M 0.3%
72,250
+6,640
72
$1.75M 0.3%
20,446
+3,014
73
$1.73M 0.29%
9,405
+574
74
$1.71M 0.29%
20,392
+1,821
75
$1.68M 0.28%
15,177
+278
1 2
3
4 5