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
201
$468K 0.05%
10,087
-50
202
$468K 0.05%
5,072
203
$463K 0.05%
8,445
-61
204
$460K 0.05%
4,855
-348
205
$451K 0.05%
3,377
+154
206
$445K 0.05%
10,910
207
$445K 0.05%
4,448
-315
208
$443K 0.05%
4,726
209
$442K 0.05%
4,660
+1,965
210
$427K 0.05%
4,044
-194
211
$417K 0.05%
3,374
+400
212
$414K 0.05%
3,186
213
$409K 0.04%
2,984
+139
214
$404K 0.04%
5,025
215
$401K 0.04%
3,346
+1,000
216
$391K 0.04%
2,378
-125
217
$385K 0.04%
3,090
-287
218
$379K 0.04%
3,162
219
$371K 0.04%
5,712
-245
220
$371K 0.04%
8,250
221
$361K 0.04%
4,230
-50
222
$345K 0.04%
2,336
-15
223
$343K 0.04%
+4,000
224
$339K 0.04%
1,276
+19
225
$339K 0.04%
1,200
7 8
9
10 11