AP

Americana Partners Portfolio holdings

AUM $3.32B
1-Year Est. Return 18.93%
This Quarter Est. Return
1 Year Est. Return
+18.93%
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
+$11.2M
2
+$10.3M
3
+$9.91M
4
JNJ icon
Johnson & Johnson
JNJ
+$7.64M
5
MSFT icon
Microsoft
MSFT
+$7.57M

Top Sells

1
+$1.26M
2
+$877K
3
+$771K
4
ABB
ABB Ltd
ABB
+$550K
5
DOCU icon
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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