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
76
$3.09M 0.34%
34,474
+3,681
77
$3.09M 0.34%
70,119
-78
78
$3.03M 0.33%
+51,291
79
$3.02M 0.33%
86,111
+61,436
80
$2.98M 0.33%
14,541
+650
81
$2.96M 0.33%
20,820
+211
82
$2.96M 0.32%
13,054
+363
83
$2.93M 0.32%
92,214
+3,102
84
$2.92M 0.32%
49,214
+11,124
85
$2.83M 0.31%
1,376
-20
86
$2.8M 0.31%
52,162
-680
87
$2.8M 0.31%
50,902
-2,860
88
$2.74M 0.3%
45,592
-3,454
89
$2.67M 0.29%
14,792
-50
90
$2.55M 0.28%
78,255
-250
91
$2.52M 0.28%
53,007
-17,193
92
$2.45M 0.27%
28,647
+215
93
$2.43M 0.27%
40,579
+271
94
$2.42M 0.27%
7,507
-9
95
$2.4M 0.26%
18,822
-2,517
96
$2.36M 0.26%
26,469
+6,649
97
$2.35M 0.26%
29,371
+67
98
$2.34M 0.26%
18,273
-724
99
$2.3M 0.25%
43,582
+4,360
100
$2.27M 0.25%
29,203
-1,258
2 3
4
5 6