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
51
$4.84M 0.53%
54,673
-850
52
$4.79M 0.53%
253,152
+6,256
53
$4.68M 0.51%
158,684
+13,012
54
$4.63M 0.51%
40,009
+1,846
55
$4.55M 0.5%
147,071
+13,541
56
$4.28M 0.47%
131,309
+1,941
57
$4.14M 0.45%
59,330
-3,298
58
$4.05M 0.44%
73,871
+998
59
$4.05M 0.44%
214,417
+1,410
60
$4.05M 0.44%
19,274
+3,342
61
$3.92M 0.43%
111,018
+8,405
62
$3.92M 0.43%
45,136
-1,565
63
$3.87M 0.43%
131,783
+8,602
64
$3.87M 0.43%
11,963
-668
65
$3.87M 0.43%
20,081
-537
66
$3.77M 0.41%
16,389
-252
67
$3.75M 0.41%
78,116
-6,885
68
$3.57M 0.39%
45,957
+930
69
$3.54M 0.39%
32,957
+559
70
$3.45M 0.38%
150,060
+684
71
$3.43M 0.38%
36,645
-835
72
$3.29M 0.36%
47,445
-730
73
$3.14M 0.34%
123,127
+84
74
$3.12M 0.34%
15,555
+266
75
$3.1M 0.34%
128,355
-9,501
1 2
3
4 5