AM

Atwater Malick Portfolio holdings

AUM $316M
1-Year Est. Return 9.75%
This Quarter Est. Return
1 Year Est. Return
+9.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$181M
AUM Growth
+$17.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1 +$2.41M
2 +$438K
3 +$389K
4
DGX icon
Quest Diagnostics
DGX
+$388K
5
WM icon
Waste Management
WM
+$383K

Top Sells

1 +$231K
2 +$213K
3 +$136K
4
KMX icon
CarMax
KMX
+$51.6K
5
AAPL icon
Apple
AAPL
+$41.5K

Sector Composition

1 Industrials 21.36%
2 Technology 16.34%
3 Healthcare 16.2%
4 Consumer Staples 13.81%
5 Communication Services 13.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-2,200