AP

Atwood & Palmer Portfolio holdings

AUM $1.7B
1-Year Est. Return 24.52%
This Quarter Est. Return
1 Year Est. Return
+24.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$740M
AUM Growth
+$34.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
350
New
Increased
Reduced
Closed

Top Buys

1 +$10.1M
2 +$9.73M
3 +$7.69M
4
CE icon
Celanese
CE
+$7.5M
5
WMT icon
Walmart
WMT
+$7.23M

Top Sells

1 +$11.5M
2 +$9.19M
3 +$7.78M
4
AAWW
Atlas Air Worldwide Holdings, Inc.
AAWW
+$7.49M
5
CSCO icon
Cisco
CSCO
+$6.83M

Sector Composition

1 Technology 22.12%
2 Financials 16.21%
3 Healthcare 10.24%
4 Industrials 9.94%
5 Consumer Discretionary 3.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$20K ﹤0.01%
200
227
$19K ﹤0.01%
130
-159
228
$17K ﹤0.01%
410
229
$17K ﹤0.01%
600
230
$17K ﹤0.01%
302
231
$17K ﹤0.01%
200
232
$17K ﹤0.01%
1,125
+75
233
$16K ﹤0.01%
1,057
234
$16K ﹤0.01%
130
235
$16K ﹤0.01%
2,500
236
$16K ﹤0.01%
224
-80
237
$15K ﹤0.01%
80
238
$15K ﹤0.01%
163
-400
239
$14K ﹤0.01%
350
-190
240
$14K ﹤0.01%
200
241
$13K ﹤0.01%
497
-177
242
$13K ﹤0.01%
113
243
$12K ﹤0.01%
643
244
$11K ﹤0.01%
221
245
$11K ﹤0.01%
234
246
$10K ﹤0.01%
280
247
$9K ﹤0.01%
112
248
$9K ﹤0.01%
100
249
$9K ﹤0.01%
100
-54
250
$8K ﹤0.01%
221