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
$507M
AUM Growth
+$67.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
223
New
Increased
Reduced
Closed

Top Buys

1
+$3.2M
2
+$2.05M
3
+$1.98M
4
SHW icon
Sherwin-Williams
SHW
+$1.88M
5
PYPL icon
PayPal
PYPL
+$1.76M

Top Sells

1
+$3.85M
2
+$2.12M
3
+$1.52M
4
URI icon
United Rentals
URI
+$1.39M
5
VFC icon
VF Corp
VFC
+$1.06M

Sector Composition

1 Financials 17.39%
2 Healthcare 14.85%
3 Technology 14.82%
4 Consumer Discretionary 11.63%
5 Consumer Staples 9.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.59M 0.31%
51,858
+6,308
77
$1.55M 0.31%
57,037
+4,721
78
$1.43M 0.28%
33,378
-853
79
$1.42M 0.28%
10,776
+2,319
80
$1.41M 0.28%
4,604
+523
81
$1.39M 0.27%
+12,135
82
$1.37M 0.27%
21,926
+10,094
83
$1.36M 0.27%
17,619
+1,984
84
$1.35M 0.27%
16,991
+5,139
85
$1.35M 0.27%
13,367
+1,380
86
$1.33M 0.26%
48,566
-77,276
87
$1.29M 0.25%
27,578
-9,917
88
$1.21M 0.24%
10,084
+1,898
89
$1.15M 0.23%
15,880
+11,139
90
$1.15M 0.23%
19,003
+3,647
91
$1.13M 0.22%
13,370
+7,110
92
$1.13M 0.22%
17,478
93
$1.1M 0.22%
25,902
+600
94
$1.09M 0.21%
11,019
+1,352
95
$1.08M 0.21%
8,675
+3,744
96
$1.08M 0.21%
11,998
-3,248
97
$1.05M 0.21%
12,437
+890
98
$1.05M 0.21%
98,227
-17,010
99
$996K 0.2%
7,510
+3,340
100
$965K 0.19%
+14,045
2 3
4
5 6