AP
Advisor Partners Portfolio holdings
AUM
$1.42B
This Quarter Return
+3.07%
1 Year Return
-3.97%
3 Year Return
+63.85%
5 Year Return
+114.32%
10 Year Return
–
AUM
$122M
AUM Growth
–
Cap. Flow
+$122M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
18.75%
Holding
203
New
203
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Exxon Mobil
XOM
|
$3.08M |
| 2 |
Apple
AAPL
|
$2.9M |
| 3 |
Microsoft
MSFT
|
$2.44M |
| 4 |
IBM
IBM
|
$2.17M |
| 5 |
Johnson & Johnson
JNJ
|
$2.14M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Healthcare | 16.15% |
| 2 | Financials | 15.8% |
| 3 | Technology | 13.44% |
| 4 | Energy | 10.65% |
| 5 | Industrials | 10.12% |
