AP

Appleton Partners Portfolio holdings

AUM $1.52B
1-Year Est. Return 22.6%
This Quarter Est. Return
1 Year Est. Return
+22.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.41B
AUM Growth
+$119M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
256
New
Increased
Reduced
Closed

Top Buys

1
+$10.4M
2
+$9.92M
3
+$4.2M
4
COF icon
Capital One
COF
+$3.66M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$3.03M

Top Sells

1
+$4.57M
2
+$2.95M
3
+$2.91M
4
MU icon
Micron Technology
MU
+$2.09M
5
MSFT icon
Microsoft
MSFT
+$1.99M

Sector Composition

1 Technology 20.3%
2 Financials 12.7%
3 Communication Services 7.58%
4 Consumer Discretionary 7.5%
5 Industrials 7.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$512K 0.04%
6,133
+715
177
$512K 0.04%
17,694
-229
178
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181
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182
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183
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185
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187
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