AP
Appleton Partners Portfolio holdings
AUM
$1.41B
1-Year Return
20.6%
This Quarter Return
-15.17%
1 Year Return
+20.6%
3 Year Return
+70.86%
5 Year Return
+115.13%
10 Year Return
+283.38%
AUM
$722M
AUM Growth
-$189M
(-21%)
Cap. Flow
-$33.1M
Cap. Flow
% of AUM
-4.59%
Top 10 Holdings %
Top 10 Hldgs %
29.77%
Holding
299
New
9
Increased
64
Reduced
166
Closed
41
Top Buys
| 1 |
Danaher
DHR
|
$1.85M |
| 2 |
Americold
COLD
|
$1.09M |
| 3 |
Baxter International
BAX
|
$967K |
| 4 |
Equinix
EQIX
|
$755K |
| 5 |
Tyson Foods
TSN
|
$743K |
Top Sells
| 1 |
RTX Corp
RTX
|
$5.33M |
| 2 |
Schwab US Large- Cap ETF
SCHX
|
$3.74M |
| 3 |
Constellation Brands
STZ
|
$3.05M |
| 4 |
Lincoln National
LNC
|
$3.03M |
| 5 |
McDonald's
MCD
|
$1.66M |
Sector Composition
| 1 | Technology | 16.57% |
| 2 | Healthcare | 12.16% |
| 3 | Financials | 11.85% |
| 4 | Consumer Discretionary | 7.36% |
| 5 | Consumer Staples | 6.49% |
