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
151
$938K 0.1%
14,619
+3,745
152
$931K 0.1%
7,725
153
$893K 0.1%
5,043
-582
154
$888K 0.1%
21,565
+330
155
$867K 0.1%
16,100
-1,996
156
$862K 0.09%
9,286
-467
157
$835K 0.09%
18,785
+231
158
$804K 0.09%
3,754
159
$801K 0.09%
+11,200
160
$800K 0.09%
14,390
+12
161
$780K 0.09%
6,762
162
$734K 0.08%
12,128
-40
163
$721K 0.08%
10,252
+250
164
$719K 0.08%
+16,000
165
$694K 0.08%
15,444
-35
166
$662K 0.07%
4,090
+1,099
167
$650K 0.07%
17,991
-1,045
168
$650K 0.07%
1,731
-14
169
$645K 0.07%
3,873
170
$642K 0.07%
5,971
-480
171
$635K 0.07%
4,942
-62
172
$632K 0.07%
8,278
173
$632K 0.07%
4,806
-518
174
$631K 0.07%
3,641
-2,399
175
$628K 0.07%
3,498
-95
5 6
7
8 9