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
$910M
AUM Growth
+$82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
305
New
Increased
Reduced
Closed

Top Buys

1
+$3.03M
2
+$2.16M
3
+$2.15M
4
AAPL icon
Apple
AAPL
+$1.72M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.71M

Top Sells

1
+$3.22M
2
+$1.41M
3
+$818K
4
STZ icon
Constellation Brands
STZ
+$731K
5
AMT icon
American Tower
AMT
+$678K

Sector Composition

1 Technology 15.78%
2 Financials 13.5%
3 Healthcare 11%
4 Consumer Discretionary 7.4%
5 Consumer Staples 6.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$10.1M 1.1%
34,214
-140
27
$9.76M 1.07%
29,599
+407
28
$9.2M 1.01%
299,350
-46,021
29
$9.16M 1.01%
80,775
+1,264
30
$9.09M 1%
62,864
+9,502
31
$8.76M 0.96%
143,933
+2,374
32
$7.98M 0.88%
130,643
-2,459
33
$7.12M 0.78%
37,510
-3,850
34
$6.84M 0.75%
102,180
+19,380
35
$6.83M 0.75%
19,287
-96
36
$6.81M 0.75%
27,142
+503
37
$6.55M 0.72%
31,106
-47
38
$6.53M 0.72%
106,275
+1,845
39
$6.43M 0.71%
59,446
+841
40
$6.41M 0.7%
26,591
+2,925
41
$6.36M 0.7%
52,762
-640
42
$6.25M 0.69%
31,641
+1,460
43
$5.87M 0.65%
185,850
+6,230
44
$5.84M 0.64%
140,782
+5,361
45
$5.77M 0.63%
34,832
-1,783
46
$5.55M 0.61%
70,466
+4,806
47
$5.35M 0.59%
75,780
+1,158
48
$5.33M 0.59%
56,529
+4,365
49
$5.07M 0.56%
24,561
+3,280
50
$4.86M 0.53%
126,030
-1,806
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