AP
Appleton Partners Portfolio holdings
AUM
$1.41B
1-Year Est. Return
20.6%
1 Year Est. Return
+20.6%
AUM
$1.29B
AUM Growth
-$58.9M
(-4.4%)
Holding
262
Top Buys
| 1 | +$8.51M | |
| 2 | +$6.42M | |
| 3 | +$3.23M | |
| 4 |
Curtiss-Wright
CW
|
+$3.2M |
| 5 |
Energy Select Sector SPDR Fund
XLE
|
+$1.55M |
Top Sells
| 1 | +$10.1M | |
| 2 | +$9.78M | |
| 3 | +$8.83M | |
| 4 |
Amgen
AMGN
|
+$3.71M |
| 5 |
Apple
AAPL
|
+$1.87M |
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
Constellation Brands
STZ
$24.8B
| – | – |
-1,595
|
|
||
252
Tesla
TSLA
$1.47T
| – | – |
-889
|
|
||
253
Trade Desk
TTD
$26.4B
| – | – |
-2,009
|
|
||
254
iShares MSCI USA Min Vol Factor ETF
USMV
$23.6B
| – | – |
-2,314
|
|
||
255
Vanguard Mortgage-Backed Securities ETF
VMBS
$15.1B
| – | – |
-4,501
|
|