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
251
$278K 0.03%
9,392
-2,018
252
$278K 0.03%
10,590
253
$277K 0.03%
+12,758
254
$276K 0.03%
4,125
255
$272K 0.03%
7,720
256
$269K 0.03%
4,398
+453
257
$269K 0.03%
1,641
258
$268K 0.03%
3,205
+734
259
$268K 0.03%
+2,080
260
$262K 0.03%
4,951
-500
261
$258K 0.03%
3,416
262
$252K 0.03%
2,961
+148
263
$250K 0.03%
2,977
264
$248K 0.03%
12,363
265
$243K 0.03%
1,936
+30
266
$242K 0.03%
+801
267
$240K 0.03%
1,235
268
$240K 0.03%
+6,040
269
$239K 0.03%
3,440
270
$237K 0.03%
+15,500
271
$236K 0.03%
12,228
+540
272
$234K 0.03%
3,151
-137
273
$232K 0.03%
7,553
-70
274
$231K 0.03%
+2,534
275
$228K 0.03%
2,785
-3,255
8 9 10
11
12