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
$189M
AUM Growth
+$8.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1 +$445K
2 +$442K
3 +$287K
4
INTC icon
Intel
INTC
+$256K
5
UPS icon
United Parcel Service
UPS
+$256K

Top Sells

1 +$203K
2 +$108K
3 +$68.7K
4
AAPL icon
Apple
AAPL
+$42.6K

Sector Composition

1 Industrials 20.12%
2 Healthcare 17.24%
3 Technology 16.35%
4 Consumer Staples 13.83%
5 Communication Services 13.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$219K 0.12%
+8,637
52
$208K 0.11%
+2,500
53
$205K 0.11%
1,605
54
$203K 0.11%
3,272
55
$202K 0.11%
1,805
56
$200K 0.11%
+1,569
57
$34K 0.02%
375
58
-3,205