AP
Atwood & Palmer Portfolio holdings
AUM
$1.6B
1-Year Return
25.98%
This Quarter Return
+13.6%
1 Year Return
+25.98%
3 Year Return
+71.23%
5 Year Return
+127.94%
10 Year Return
+264.26%
AUM
$706M
AUM Growth
+$76.8M
(+12%)
Cap. Flow
-$4.08M
Cap. Flow
% of AUM
-0.58%
Top 10 Holdings %
Top 10 Hldgs %
42.07%
Holding
341
New
16
Increased
35
Reduced
53
Closed
10
Top Buys
Top Sells
| 1 |
Ovintiv
OVV
|
$2.41M |
| 2 |
Kimberly-Clark
KMB
|
$843K |
| 3 |
CDW
CDW
|
$450K |
| 4 |
PNC Financial Services
PNC
|
$430K |
| 5 |
Cisco
CSCO
|
$359K |
Sector Composition
| 1 | Technology | 25.18% |
| 2 | Financials | 15.33% |
| 3 | Healthcare | 10.58% |
| 4 | Industrials | 9.97% |
| 5 | Consumer Discretionary | 3.32% |
