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
$1.33B
AUM Growth
+$128M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
313
New
Increased
Reduced
Closed

Top Buys

1
+$3.21M
2
+$3.18M
3
+$1.77M
4
MS icon
Morgan Stanley
MS
+$1.64M
5
TSLA icon
Tesla
TSLA
+$1.32M

Top Sells

1
+$2.76M
2
+$2.58M
3
+$2M
4
ATVI
Activision Blizzard
ATVI
+$1.99M
5
LMT icon
Lockheed Martin
LMT
+$1.27M

Sector Composition

1 Technology 20.02%
2 Financials 11.86%
3 Healthcare 10.82%
4 Consumer Discretionary 8.11%
5 Consumer Staples 5.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$427K 0.03%
2,065
-351
227
$424K 0.03%
6,289
+232
228
$420K 0.03%
647
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229
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230
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2,006
-30
231
$408K 0.03%
1,605
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232
$406K 0.03%
8,691
233
$405K 0.03%
9,022
234
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5,135
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235
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236
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237
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238
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1,350
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239
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240
$373K 0.03%
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241
$367K 0.03%
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242
$361K 0.03%
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243
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244
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245
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246
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12,324
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247
$331K 0.02%
5,342
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248
$329K 0.02%
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249
$328K 0.02%
+2,478
250
$327K 0.02%
998
-10
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10
11 12