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
$119M
AUM Growth
+$10.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
221
New
Increased
Reduced
Closed

Top Buys

1 +$3.94M
2 +$3.01M
3 +$333K
4
CVS icon
CVS Health
CVS
+$278K
5
PFE icon
Pfizer
PFE
+$258K

Top Sells

1 +$4.24M
2 +$2.88M
3 +$42.7K
4
WM icon
Waste Management
WM
+$36.8K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$32K

Sector Composition

1 Industrials 18.69%
2 Consumer Staples 17.08%
3 Healthcare 16.43%
4 Technology 14.48%
5 Communication Services 10.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
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