ABP

Arthur B. Page Portfolio holdings

AUM $97.2M
1-Year Est. Return 25.76%
This Quarter Est. Return
1 Year Est. Return
+25.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$99.1M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1
+$4.31M
2
+$4.14M
3
+$3.54M
4
NVS icon
Novartis
NVS
+$3.36M
5
PG icon
Procter & Gamble
PG
+$3.34M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 21.97%
2 Technology 19.15%
3 Industrials 15.78%
4 Consumer Staples 11.02%
5 Energy 10.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$284K 0.29%
+2,855
52
$272K 0.27%
+2,505
53
$271K 0.27%
+4,150
54
$270K 0.27%
+2,366
55
$234K 0.24%
+6,800
56
$226K 0.23%
+5,920
57
$223K 0.23%
+2,399
58
$223K 0.23%
+8,382
59
$221K 0.22%
+2,135
60
$214K 0.22%
+5,722
61
$209K 0.21%
+4,540
62
$203K 0.2%
+6,358
1 2
3