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
26
$7.62M 1.36%
+95,615
27
$7.62M 1.36%
204,625
+4,475
28
$7.24M 1.29%
51,708
-27,883
29
$7.1M 1.27%
+348,621
30
$6.52M 1.16%
56,572
+56,140
31
$6.25M 1.12%
62,152
-24,861
32
$5.99M 1.07%
276,332
-2,830
33
$5.93M 1.06%
112,386
-450
34
$5.79M 1.03%
68,175
+68
35
$5.7M 1.02%
47,906
+40,208
36
$5.54M 0.99%
210,291
+11,761
37
$5.54M 0.99%
137,515
-4,595
38
$5.49M 0.98%
210,286
-3,019
39
$5.42M 0.97%
243,920
+12,260
40
$5.42M 0.97%
176,260
-3,001
41
$4.63M 0.83%
175,060
+10,930
42
$4.56M 0.81%
199,820
+10,025
43
$4.5M 0.8%
41,975
+41,175
44
$3.57M 0.64%
41,645
-1,489
45
$3.49M 0.62%
49,915
-250
46
$3.16M 0.56%
148,032
+27,947
47
$3.14M 0.56%
120,983
+19,048
48
$3.1M 0.55%
59,664
-14,001
49
$3.01M 0.54%
18,841
-1,075
50
$2.81M 0.5%
34,304
-109,148
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