AP
Appleton Partners Portfolio holdings
AUM
$1.41B
This Quarter Return
+10.39%
1 Year Return
+20.6%
3 Year Return
+70.86%
5 Year Return
+115.13%
10 Year Return
+283.38%
AUM
$1.33B
AUM Growth
+$1.33B
(+11%)
Cap. Flow
+$17.8M
Cap. Flow
% of AUM
1.34%
Top 10 Holdings %
Top 10 Hldgs %
29.87%
Holding
313
New
22
Increased
123
Reduced
133
Closed
3
Top Buys
| 1 |
Alexandria Real Estate Equities
ARE
|
$3.21M |
| 2 |
Global X Video Games & Esports ETF
HERO
|
$3.18M |
| 3 |
Amazon
AMZN
|
$1.77M |
| 4 |
Morgan Stanley
MS
|
$1.64M |
| 5 |
Tesla
TSLA
|
$1.32M |
Top Sells
| 1 |
Fiserv
FI
|
$2.76M |
| 2 |
Americold
COLD
|
$2.58M |
| 3 |
Electronic Arts
EA
|
$2M |
| 4 |
ATVI
Activision Blizzard Inc.
ATVI
|
$1.99M |
| 5 |
Lockheed Martin
LMT
|
$1.27M |
Sector Composition
| 1 | Technology | 20.02% |
| 2 | Financials | 11.86% |
| 3 | Healthcare | 10.82% |
| 4 | Consumer Discretionary | 8.11% |
| 5 | Consumer Staples | 5.53% |
