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
$101M
AUM Growth
-$23.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

1 +$200K
2 +$170K
3 +$164K
4
CVX icon
Chevron
CVX
+$146K
5
BDX icon
Becton Dickinson
BDX
+$107K

Top Sells

1 +$815K
2 +$619K
3 +$480K
4
XOM icon
Exxon Mobil
XOM
+$437K
5
MKC icon
McCormick & Company Non-Voting
MKC
+$417K

Sector Composition

1 Healthcare 26.01%
2 Technology 22.7%
3 Consumer Staples 9.79%
4 Industrials 9.13%
5 Financials 8.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$207K 0.21%
3,113
-200
52
-3,691
53
-2,803
54
-4,910
55
-2,040
56
-6,265