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
$213M
AUM Growth
+$10.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1 +$267K
2 +$260K
3 +$259K
4
DIS icon
Walt Disney
DIS
+$246K
5
CMCSA icon
Comcast
CMCSA
+$213K

Top Sells

1 +$260K
2 +$67K
3 +$46.7K

Sector Composition

1 Industrials 22.56%
2 Healthcare 19.46%
3 Consumer Staples 15.06%
4 Technology 12.78%
5 Communication Services 10.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$310K 0.15%
12,126
+1,928
52
$308K 0.14%
3,030
53
$271K 0.13%
2,602
54
$268K 0.13%
928
55
$259K 0.12%
1,627
+24
56
$226K 0.11%
2,094
57
$206K 0.1%
14,912
58
$9.56K ﹤0.01%
625
+250