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
$132M
AUM Growth
+$11.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

1
+$857K
2
+$608K
3
+$329K
4
BDX icon
Becton Dickinson
BDX
+$319K
5
WMT icon
Walmart
WMT
+$315K

Top Sells

1
+$990K
2
+$891K
3
+$677K
4
AAPL icon
Apple
AAPL
+$487K
5
DHR icon
Danaher
DHR
+$385K

Sector Composition

1 Healthcare 24.58%
2 Technology 20.33%
3 Industrials 10.52%
4 Consumer Staples 9.31%
5 Consumer Discretionary 7.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$223K 0.17%
2,609
-100
52
$223K 0.17%
4,465
-2,895
53
– –
-700
54
– –
-7,669
55
– –
-5,690
1 2
3