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
$290M
AUM Growth
+$6.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Sells

1 +$6.48M
2 +$6M
3 +$4.16M
4
CMCSA icon
Comcast
CMCSA
+$290K
5
SMCI icon
Super Micro Computer
SMCI
+$259K

Sector Composition

1 Industrials 21.54%
2 Technology 15.31%
3 Healthcare 14.64%
4 Consumer Staples 10.7%
5 Communication Services 9.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$209K 0.07%
385
77
$175K 0.06%
+10,308
78
-81,303
79
-40,360
80
-1,552
81
-149,761