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
301
$5K ﹤0.01%
100
302
$4K ﹤0.01%
129
303
$4K ﹤0.01%
160
304
$4K ﹤0.01%
68
-206
305
$4K ﹤0.01%
200
-500
306
$4K ﹤0.01%
75
307
$4K ﹤0.01%
500
308
$3K ﹤0.01%
100
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$3K ﹤0.01%
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$3K ﹤0.01%
50
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$2K ﹤0.01%
13
312
$2K ﹤0.01%
20
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$2K ﹤0.01%
70
314
$2K ﹤0.01%
17
-216
315
$2K ﹤0.01%
35
-25
316
$2K ﹤0.01%
+97
317
$1K ﹤0.01%
15
318
$1K ﹤0.01%
65
319
$1K ﹤0.01%
70
320
$1K ﹤0.01%
50
321
$1K ﹤0.01%
10
322
$1K ﹤0.01%
50
323
$1K ﹤0.01%
9
324
– –
-5,222
325
– –
-300
11 12
13
14 15