AP

Appleton Partners Portfolio holdings

AUM $1.41B
1-Year Est. Return 20.6%
This Quarter Est. Return
1 Year Est. Return
+20.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.33B
AUM Growth
+$128M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
313
New
Increased
Reduced
Closed

Top Buys

1
+$3.21M
2
+$3.18M
3
+$1.77M
4
MS icon
Morgan Stanley
MS
+$1.64M
5
TSLA icon
Tesla
TSLA
+$1.32M

Top Sells

1
+$2.76M
2
+$2.58M
3
+$2M
4
ATVI
Activision Blizzard
ATVI
+$1.99M
5
LMT icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$210K 0.02%
3,966
-227
302
$207K 0.02%
+3,013
303
$205K 0.02%
+2,153
304
$202K 0.02%
+1,002
305
$201K 0.02%
+1,820
306
$201K 0.02%
9,816
-1,120
307
$165K 0.01%
11,750
308
– –
-1,927
309
– –
-4,214
310
– –
-1,439
9 10 11 12
13