AP

Americana Partners Portfolio holdings

AUM $3.64B
1-Year Est. Return 20.28%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$558M
AUM Growth
+$233M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
277
New
Increased
Reduced
Closed

Top Buys

1
+$141M
2
+$12.4M
3
+$11.6M
4
AAPL icon
Apple
AAPL
+$11M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$10.6M

Top Sells

1
+$1.32M
2
+$920K
3
+$805K
4
ABB
ABB Ltd
ABB
+$667K
5
DOCU
DocuSign
DOCU
+$533K

Sector Composition

1 Energy 23.39%
2 Technology 18.86%
3 Healthcare 11.81%
4 Consumer Staples 7.78%
5 Industrials 6.91%
Name Market Value Portfolio Weight Shares or Principal Change
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