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
126
$1.53M 0.17%
34,189
-210
127
$1.51M 0.17%
14,196
-700
128
$1.44M 0.16%
17,179
-4,307
129
$1.43M 0.16%
13,465
-68
130
$1.41M 0.16%
20,536
+201
131
$1.4M 0.15%
10,894
+2,474
132
$1.37M 0.15%
9,316
-3,149
133
$1.36M 0.15%
41,011
+5,150
134
$1.35M 0.15%
18,504
-481
135
$1.35M 0.15%
36,223
-3,723
136
$1.34M 0.15%
23,402
-3,368
137
$1.33M 0.15%
49,068
-500
138
$1.28M 0.14%
2,202
+844
139
$1.25M 0.14%
13,260
140
$1.24M 0.14%
54,440
+2,502
141
$1.24M 0.14%
22,374
-845
142
$1.23M 0.13%
30,489
-5,315
143
$1.21M 0.13%
3,724
+1,683
144
$1.1M 0.12%
20,184
-702
145
$1.09M 0.12%
4,963
-1,815
146
$1.07M 0.12%
3,933
-243
147
$1.04M 0.11%
7,675
+85
148
$1.01M 0.11%
9,981
+495
149
$980K 0.11%
3,335
-125
150
$968K 0.11%
26,882
+7,662
4 5
6
7 8