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
101
$2.22M 0.24%
34,376
+361
102
$2.15M 0.24%
13,909
+705
103
$2.12M 0.23%
24,407
-182
104
$2.11M 0.23%
11,840
-62
105
$2.11M 0.23%
14,636
+5,231
106
$2.1M 0.23%
86,517
+2,184
107
$2.04M 0.22%
9,342
+807
108
$2.02M 0.22%
33,951
-268
109
$2.02M 0.22%
6,249
110
$2.02M 0.22%
21,075
-275
111
$2M 0.22%
37,140
-565
112
$1.91M 0.21%
9,883
-315
113
$1.9M 0.21%
37,125
+154
114
$1.86M 0.2%
16,945
+654
115
$1.82M 0.2%
76,896
+438
116
$1.78M 0.2%
5,180
+256
117
$1.76M 0.19%
20,653
+483
118
$1.76M 0.19%
7,320
+1,142
119
$1.75M 0.19%
10,249
+1,651
120
$1.74M 0.19%
32,340
-347
121
$1.71M 0.19%
22,917
-1,361
122
$1.62M 0.18%
5,431
-27
123
$1.61M 0.18%
10,320
+2,731
124
$1.56M 0.17%
19,863
+3,210
125
$1.56M 0.17%
13,846
-3,623
3 4
5
6 7