AP

Appleton Partners Portfolio holdings

AUM $1.41B
1-Year Est. Return 20.6%
This Quarter Est. Return
1 Year Est. Return
+20.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$910M
AUM Growth
+$82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
305
New
Increased
Reduced
Closed

Top Buys

1
+$3.03M
2
+$2.16M
3
+$2.15M
4
AAPL icon
Apple
AAPL
+$1.72M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.71M

Top Sells

1
+$3.22M
2
+$1.41M
3
+$818K
4
STZ icon
Constellation Brands
STZ
+$731K
5
AMT icon
American Tower
AMT
+$678K

Sector Composition

1 Technology 15.78%
2 Financials 13.5%
3 Healthcare 11%
4 Consumer Discretionary 7.4%
5 Consumer Staples 6.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$338K 0.04%
+2,328
227
$338K 0.04%
13,400
228
$331K 0.04%
5,250
229
$329K 0.04%
1,985
230
$328K 0.04%
6,118
-27
231
$326K 0.04%
1,145
232
$322K 0.04%
1,981
-65
233
$320K 0.04%
3,536
234
$320K 0.04%
5,030
+150
235
$314K 0.03%
+1,062
236
$310K 0.03%
+2,136
237
$309K 0.03%
7,235
238
$308K 0.03%
4,720
-45
239
$307K 0.03%
10,628
240
$306K 0.03%
1,623
241
$304K 0.03%
1,835
-200
242
$296K 0.03%
3,120
243
$292K 0.03%
+983
244
$292K 0.03%
2,127
-26
245
$291K 0.03%
2,970
246
$290K 0.03%
2,182
247
$289K 0.03%
+1,925
248
$289K 0.03%
3,291
-469
249
$288K 0.03%
3,672
250
$280K 0.03%
+20,880
8 9
10
11 12