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
$740M
AUM Growth
+$34.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
350
New
Increased
Reduced
Closed

Top Buys

1 +$10.1M
2 +$9.73M
3 +$7.69M
4
CE icon
Celanese
CE
+$7.5M
5
WMT icon
Walmart
WMT
+$7.23M

Top Sells

1 +$11.5M
2 +$9.19M
3 +$7.78M
4
AAWW
Atlas Air Worldwide Holdings, Inc.
AAWW
+$7.49M
5
CSCO icon
Cisco
CSCO
+$6.83M

Sector Composition

1 Technology 22.12%
2 Financials 16.21%
3 Healthcare 10.24%
4 Industrials 9.94%
5 Consumer Discretionary 3.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$10.4M 1.41%
208,475
+10,825
27
$10.1M 1.36%
+210,425
28
$9.73M 1.31%
+189,665
29
$8.32M 1.12%
172,201
+422
30
$7.91M 1.07%
371,861
-2,550
31
$7.81M 1.05%
58,579
-4,825
32
$7.69M 1.04%
+105,995
33
$7.5M 1.01%
+69,570
34
$7.43M 1%
201,882
+196,257
35
$7.18M 0.97%
340,365
-55,550
36
$7.13M 0.96%
+62,260
37
$7.11M 0.96%
297,026
-33,500
38
$7.08M 0.96%
293,910
-2,600
39
$6.11M 0.82%
45,606
-875
40
$5.65M 0.76%
185,859
+16,425
41
$4.79M 0.65%
47,512
+47,255
42
$4.53M 0.61%
213,975
+6,050
43
$3.8M 0.51%
18,276
44
$3.58M 0.48%
25,682
-143
45
$3.44M 0.46%
139,300
+4,725
46
$2.93M 0.4%
71,025
47
$2.55M 0.34%
33,243
-1,239
48
$2.41M 0.33%
16,780
+90
49
$2.4M 0.32%
28,125
+140
50
$2.34M 0.32%
35,220
+175