AP

Appleton Partners Portfolio holdings

AUM $1.52B
1-Year Est. Return 22.59%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.41B
AUM Growth
+$119M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
256
New
Increased
Reduced
Closed

Top Buys

1 +$9.51M
2 +$8.3M
3 +$5.14M
4
COF icon
Capital One
COF
+$3.21M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$3.17M

Top Sells

1 +$3.6M
2 +$2.91M
3 +$2.59M
4
MSFT icon
Microsoft
MSFT
+$1.74M
5
MU icon
Micron Technology
MU
+$1.58M

Sector Composition

1 Technology 20.3%
2 Financials 12.7%
3 Communication Services 7.58%
4 Consumer Discretionary 7.5%
5 Industrials 7.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
-12,226
252
-7,920