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
$1.18B
AUM Growth
+$60.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
301
New
Increased
Reduced
Closed

Top Buys

1
+$5.92M
2
+$5.85M
3
+$4.9M
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$2.95M
5
MRK icon
Merck
MRK
+$2.59M

Top Sells

1
+$11.5M
2
+$5.27M
3
+$2.49M
4
VZ icon
Verizon
VZ
+$2.15M
5
BR icon
Broadridge
BR
+$1.56M

Sector Composition

1 Technology 18.98%
2 Financials 10.44%
3 Healthcare 10.23%
4 Consumer Discretionary 8.25%
5 Consumer Staples 6.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$276K 0.02%
3,076
-382
252
$274K 0.02%
+1,832
253
$272K 0.02%
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254
$272K 0.02%
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255
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256
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257
$270K 0.02%
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258
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259
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4,190
260
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261
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262
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263
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264
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265
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266
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267
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268
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269
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272
$239K 0.02%
2,310
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273
$237K 0.02%
6,663
-30
274
$235K 0.02%
577
-11
275
$231K 0.02%
1,831
-360
8 9 10
11
12