AP
Atwood & Palmer Portfolio holdings
AUM
$1.6B
1-Year Return
25.98%
This Quarter Return
+2.55%
1 Year Return
+25.98%
3 Year Return
+71.23%
5 Year Return
+127.94%
10 Year Return
+264.26%
AUM
$560M
AUM Growth
+$24.6M
(+4.6%)
Cap. Flow
+$16.7M
Cap. Flow
% of AUM
2.98%
Top 10 Holdings %
Top 10 Hldgs %
34.47%
Holding
393
New
11
Increased
50
Reduced
95
Closed
65
Top Buys
| 1 |
Aptiv
APTV
|
+$7.62M |
| 2 |
Philips
PHG
|
+$7.1M |
| 3 |
Apple
AAPL
|
+$6.87M |
| 4 |
Highwoods Properties
HIW
|
+$6.57M |
| 5 |
CELG
Celgene Corp
CELG
|
+$6.47M |
Top Sells
| 1 |
Qualcomm
QCOM
|
+$11.5M |
| 2 |
NXP Semiconductors
NXPI
|
+$10.5M |
| 3 |
EMC
EMC CORPORATION
EMC
|
+$9.37M |
| 4 |
Procter & Gamble
PG
|
+$8.94M |
| 5 |
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% |
