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
$560M
AUM Growth
+$24.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
393
New
Increased
Reduced
Closed

Top Buys

1
+$7.62M
2
+$7.1M
3
+$6.87M
4
HIW icon
Highwoods Properties
HIW
+$6.57M
5
CELG
Celgene Corp
CELG
+$6.47M

Top Sells

1
+$11.5M
2
+$10.5M
3
+$9.37M
4
PG icon
Procter & Gamble
PG
+$8.94M
5
TMO icon
Thermo Fisher Scientific
TMO
+$5.25M

Sector Composition

1 Technology 15.02%
2 Healthcare 13.98%
3 Financials 9.96%
4 Industrials 5.18%
5 Energy 4.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$15K ﹤0.01%
1,057
252
$15K ﹤0.01%
108
253
$15K ﹤0.01%
479
254
$15K ﹤0.01%
847
255
$15K ﹤0.01%
125
256
$14K ﹤0.01%
625
257
$14K ﹤0.01%
565
258
$13K ﹤0.01%
114
259
$12K ﹤0.01%
356
260
$12K ﹤0.01%
41
261
$12K ﹤0.01%
2,586
+261
262
$12K ﹤0.01%
327
263
$11K ﹤0.01%
150
264
$11K ﹤0.01%
96
265
$11K ﹤0.01%
67
266
$11K ﹤0.01%
103
267
$11K ﹤0.01%
250
268
$11K ﹤0.01%
100
269
$10K ﹤0.01%
153
270
$10K ﹤0.01%
89
271
$10K ﹤0.01%
178
272
$10K ﹤0.01%
298
-175
273
$10K ﹤0.01%
100
274
$10K ﹤0.01%
1,000
275
– –
0
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