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
$103M
AUM Growth
-$15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
63
New
Increased
Reduced
Closed

Top Buys

1 +$890K
2 +$528K
3 +$389K
4
PYPL icon
PayPal
PYPL
+$147K
5
IPGP icon
IPG Photonics
IPGP
+$142K

Top Sells

1 +$372K
2 +$318K
3 +$305K
4
SLB icon
SLB Limited
SLB
+$239K
5
MSFT icon
Microsoft
MSFT
+$233K

Sector Composition

1 Healthcare 25.2%
2 Technology 21.97%
3 Industrials 11.15%
4 Consumer Staples 9.99%
5 Financials 9.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$337K 0.33%
7,520
52
$283K 0.27%
1,839
-10
53
$267K 0.26%
1,335
-222
54
$263K 0.25%
4,420
-10
55
$261K 0.25%
2,794
-3,977
56
$214K 0.21%
1,450
+100
57
-3,945
58
-8,295