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
276
$9K ﹤0.01%
150
-1
277
$9K ﹤0.01%
183
278
$9K ﹤0.01%
500
279
$9K ﹤0.01%
117
280
$8K ﹤0.01%
350
281
$8K ﹤0.01%
224
282
$8K ﹤0.01%
39
283
$8K ﹤0.01%
600
284
$8K ﹤0.01%
100
285
$8K ﹤0.01%
156
286
$7K ﹤0.01%
280
287
$7K ﹤0.01%
335
288
$7K ﹤0.01%
160
289
$7K ﹤0.01%
25
290
$7K ﹤0.01%
2,000
291
$7K ﹤0.01%
174
292
– –
0
293
$6K ﹤0.01%
200
294
$6K ﹤0.01%
50
295
$6K ﹤0.01%
69
296
$6K ﹤0.01%
140
297
$5K ﹤0.01%
100
298
$5K ﹤0.01%
102
-5,000
299
$5K ﹤0.01%
50
300
$5K ﹤0.01%
2
10 11
12
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