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
$347M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1 +$11.8M
2 +$11.4M
3 +$11M
4
MCD icon
McDonald's
MCD
+$9.94M
5
CERN
Cerner Corp
CERN
+$9.73M

Top Sells

No sells this quarter

Sector Composition

1 Financials 15.68%
2 Technology 13.69%
3 Consumer Discretionary 10.67%
4 Industrials 10.42%
5 Consumer Staples 9.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$213K 0.06%
+5,220
127
$212K 0.06%
+3,982
128
$207K 0.06%
+2,425
129
$203K 0.06%
+3,575