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Atwood & Palmer Portfolio holdings
AUM
$1.87B
1-Year Est. Return
24.22%
This Fund
S&P 500
This Quarter
Est. Return
+3.21%
1 Year Est. Return
+24.22%
3 Year Est. Return
+82.33%
5 Year Est. Return
+97.89%
10 Year Est. Return
+352.71%
AUM
$370M
AUM Growth
–
Cap. Flow
+$369M
Cap. Flow
% of AUM
99.84%
Top 10 Holdings %
Top 10 Hldgs %
45.88%
Holding
110
New
110
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
VQT
iPath S&P VEQTOR ETN
VQT
|
+$43M |
| 2 |
Oracle
ORCL
|
+$19M |
| 3 |
Cisco
CSCO
|
+$16.7M |
| 4 |
Intel
INTC
|
+$14.1M |
| 5 |
Alphabet (Google) Class C
GOOG
|
+$14.1M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 27.28% |
| 2 | Healthcare | 13.6% |
| 3 | Financials | 8.24% |
| 4 | Energy | 7.09% |
| 5 | Industrials | 6% |
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Atwood & Palmer's Q2 2013 Portfolio in Review
Q2 2013 is the first quarter with a 13F filing on record for Atwood & Palmer, which disclosed 110 positions worth $370M. Its ten largest holdings account for 46% of the portfolio.
Its largest position is iPath S&P VEQTOR ETN: 310,311 shares worth $43.5M.
By sector, the portfolio is most concentrated in Technology at 27% of assets, followed by Healthcare and Financials.
- Atwood & Palmer's largest Q2 2013 buy was iPath S&P VEQTOR ETN: 310,311 shares worth $43.5M.
- Atwood & Palmer's ten largest holdings make up 46% of its $370M portfolio in Q2 2013.
- Atwood & Palmer disclosed 110 positions in Q2 2013, its first 13F filing on record.
Based on Atwood & Palmer's 13F filing for Q2 2013, filed 18 Jul 2013.