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
$529M
AUM Growth
+$155M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
409
New
Increased
Reduced
Closed

Top Buys

1
+$15.5M
2
+$13.6M
3
+$8.07M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$6.06M
5
GILD icon
Gilead Sciences
GILD
+$4.89M

Top Sells

1
+$4.89M
2
+$4.34M
3
+$947K
4
XOM icon
Exxon Mobil
XOM
+$827K
5
CBSH icon
Commerce Bancshares
CBSH
+$454K

Sector Composition

1 Technology 17.62%
2 Healthcare 14.2%
3 Financials 8.48%
4 Energy 5.2%
5 Industrials 4.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$15K ﹤0.01%
377
+102
277
$14K ﹤0.01%
150
278
$14K ﹤0.01%
+12
279
$14K ﹤0.01%
+847
280
$14K ﹤0.01%
+406
281
$13K ﹤0.01%
+163
282
$13K ﹤0.01%
+108
283
$13K ﹤0.01%
+476
284
$13K ﹤0.01%
100
285
$13K ﹤0.01%
300
286
$13K ﹤0.01%
+115
287
$13K ﹤0.01%
+115
288
$13K ﹤0.01%
209
289
$13K ﹤0.01%
+167
290
$12K ﹤0.01%
225
291
$12K ﹤0.01%
228
292
$12K ﹤0.01%
+1,155
293
$12K ﹤0.01%
100
294
$11K ﹤0.01%
+114
295
$11K ﹤0.01%
700
296
$11K ﹤0.01%
100
297
$11K ﹤0.01%
+250
298
$11K ﹤0.01%
500
299
$11K ﹤0.01%
+356
300
$11K ﹤0.01%
+125
10 11
12
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