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
$440M
AUM Growth
-$6.58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
215
New
Increased
Reduced
Closed

Top Buys

1 +$4.67M
2 +$3.36M
3 +$3.26M
4
AGN
Allergan plc
AGN
+$2.93M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.69M

Top Sells

1 +$5.23M
2 +$3.26M
3 +$2.13M
4
BIIB icon
Biogen
BIIB
+$1.58M
5
PFE icon
Pfizer
PFE
+$944K

Sector Composition

1 Financials 16.85%
2 Technology 15.6%
3 Healthcare 13.84%
4 Consumer Discretionary 11.29%
5 Consumer Staples 9.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-13,120
177
-3,733
178
-30,000
179
-38,241