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
$527M
AUM Growth
+$14.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
459
New
Increased
Reduced
Closed

Top Buys

1 +$11.8M
2 +$11.1M
3 +$1.71M
4
CELG
Celgene Corp
CELG
+$820K
5
CVS icon
CVS Health
CVS
+$700K

Sector Composition

1 Technology 17.17%
2 Healthcare 15.16%
3 Financials 12.45%
4 Industrials 6.7%
5 Energy 5.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
451
$0 ﹤0.01%
+25
452
$0 ﹤0.01%
1
453
$0 ﹤0.01%
+2
454
-490
455
-470
456
-238,207