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
51
$2.79M 0.5%
40,158
-400
52
$2.19M 0.39%
30,822
-2,400
53
$2.14M 0.38%
48,931
-632
54
$2.1M 0.38%
83,425
-4,000
55
$1.93M 0.34%
17,009
-2,000
56
$1.79M 0.32%
189,990
+30,690
57
$1.69M 0.3%
70,423
+22,725
58
$1.67M 0.3%
30,765
+18,950
59
$1.59M 0.28%
21,544
-1
60
$1.44M 0.26%
21,410
-110
61
$1.43M 0.25%
12,075
-780
62
$1.42M 0.25%
100,000
-1,000
63
$1.39M 0.25%
18,974
-1,200
64
$1.34M 0.24%
35,981
+1,290
65
$1.26M 0.22%
19,340
+1,080
66
$1.23M 0.22%
15,215
-1,900
67
$1.23M 0.22%
27,583
-1,725
68
$1.22M 0.22%
7,958
+2,727
69
$1.17M 0.21%
12,230
-285
70
$1.13M 0.2%
22,650
-2,851
71
$1.05M 0.19%
10,050
72
$1.04M 0.19%
31,410
+434
73
$1.03M 0.18%
13,700
74
$1.03M 0.18%
14,804
-166,075
75
$1.01M 0.18%
9,312
1 2
3
4 5