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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
$1.13B
AUM Growth
-$59.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
305
New
Increased
Reduced
Closed

Top Buys

1
+$3.5M
2
+$3.42M
3
+$2.79M
4
NOC icon
Northrop Grumman
NOC
+$2.7M
5
SBUX icon
Starbucks
SBUX
+$2.05M

Top Sells

1
+$8.17M
2
+$7.56M
3
+$5.8M
4
AMT icon
American Tower
AMT
+$4.84M
5
EL icon
Estee Lauder
EL
+$4.67M

Sector Composition

1 Technology 18.41%
2 Healthcare 10.91%
3 Financials 10.62%
4 Consumer Discretionary 8.53%
5 Consumer Staples 5.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$204K 0.02%
+6,462
277
$203K 0.02%
2,012
278
$202K 0.02%
+4,600
279
– –
-2,416
280
– –
-6,434
281
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-2,850
282
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-71,879
283
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-14,828
284
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285
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-645
286
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287
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-23,789
288
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289
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-6,422
290
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291
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292
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293
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294
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-2,900
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