AP

Appleton Partners Portfolio holdings

AUM $1.43B
1-Year Est. Return 22.6%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.29B
AUM Growth
-$58.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
262
New
Increased
Reduced
Closed

Top Buys

1
+$7.91M
2
+$5.86M
3
+$3.61M
4
CW icon
Curtiss-Wright
CW
+$3.41M
5
DHR icon
Danaher
DHR
+$1.64M

Top Sells

1
+$11.1M
2
+$10.4M
3
+$9.19M
4
AMGN icon
Amgen
AMGN
+$3.51M
5
AVGO icon
Broadcom
AVGO
+$2.19M

Sector Composition

1 Technology 18.81%
2 Financials 12.93%
3 Healthcare 8.1%
4 Consumer Discretionary 7.56%
5 Industrials 6.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
– –
-1,520
252
– –
-1,982
253
– –
-2,319
254
– –
-1,346
255
– –
-6,268
7 8 9 10
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