AWM

Atticus Wealth Management Portfolio holdings

AUM $396M
1-Year Est. Return 15.65%
This Quarter Est. Return
1 Year Est. Return
+15.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$322M
AUM Growth
+$10.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
544
New
Increased
Reduced
Closed

Top Sells

1 +$5.61M
2 +$288K
3 +$287K
4
JNJ icon
Johnson & Johnson
JNJ
+$231K
5
KO icon
Coca-Cola
KO
+$217K

Sector Composition

1 Technology 8.09%
2 Consumer Staples 3.16%
3 Consumer Discretionary 2%
4 Communication Services 1.99%
5 Financials 1.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$35.7K 0.01%
604
+1
277
$35.5K 0.01%
75
-40
278
$35.4K 0.01%
84
+1
279
$35.2K 0.01%
500
280
$34.8K 0.01%
258
281
$34.1K 0.01%
900
282
$33.9K 0.01%
130
283
$33.6K 0.01%
489
+23
284
$33.3K 0.01%
425
285
$32.1K 0.01%
275
286
$31.9K 0.01%
593
287
$31.9K 0.01%
400
288
$31.5K 0.01%
317
289
$31K 0.01%
2,964
290
$30.8K 0.01%
140
+1
291
$30.4K 0.01%
110
292
$29.8K 0.01%
270
293
$29.8K 0.01%
322
294
$29.8K 0.01%
225
295
$29.7K 0.01%
50
296
$29.7K 0.01%
100
297
$29.5K 0.01%
195
298
$29.4K 0.01%
816
299
$29.2K 0.01%
320
300
$29.1K 0.01%
491