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
$179M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
588
New
Increased
Reduced
Closed

Top Buys

1 +$12M
2 +$10M
3 +$9.68M
4
MPLX icon
MPLX
MPLX
+$8.53M
5
KMI icon
Kinder Morgan
KMI
+$6.62M

Top Sells

No sells this quarter

Sector Composition

1 Energy 49.75%
2 Technology 4.42%
3 Financials 3.86%
4 Healthcare 1.83%
5 Consumer Discretionary 1.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
576
$0 ﹤0.01%
+110
577
$0 ﹤0.01%
+152
578
$0 ﹤0.01%
+43
579
$0 ﹤0.01%
+1
580
$0 ﹤0.01%
+51
581
$0 ﹤0.01%
+3
582
$0 ﹤0.01%
+600
583
$0 ﹤0.01%
+9
584
$0 ﹤0.01%
+2
585
0
586
$0 ﹤0.01%
+5
587
$0 ﹤0.01%
+6
588
$0 ﹤0.01%
+2,667