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
$362M
AUM Growth
-$7.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Sells

1 +$12.6M
2 +$7.41M
3 +$6.38M
4
ADP icon
Automatic Data Processing
ADP
+$896K
5
PCAR icon
PACCAR
PCAR
+$805K

Sector Composition

1 Technology 24.65%
2 Healthcare 15%
3 Financials 9.1%
4 Energy 7.26%
5 Consumer Staples 5.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-22,500
102
-103,105
103
-78,541