AP
Atwood & Palmer Portfolio holdings
AUM
$1.6B
1-Year Return
25.98%
This Quarter Return
+5.82%
1 Year Return
+25.98%
3 Year Return
+71.23%
5 Year Return
+127.94%
10 Year Return
+264.26%
AUM
$740M
AUM Growth
+$34.1M
(+4.8%)
Cap. Flow
-$789K
Cap. Flow
% of AUM
-0.11%
Top 10 Holdings %
Top 10 Hldgs %
39.8%
Holding
350
New
17
Increased
31
Reduced
86
Closed
45
Top Buys
| 1 |
Hologic
HOLX
|
$10.1M |
| 2 |
CBRE Group
CBRE
|
$9.73M |
| 3 |
XYZ
Block, Inc.
XYZ
|
$7.69M |
| 4 |
Celanese
CE
|
$7.5M |
| 5 |
Walmart
WMT
|
$7.23M |
Top Sells
| 1 |
CDW
CDW
|
$11.5M |
| 2 |
EBIX
Ebix Inc
EBIX
|
$9.19M |
| 3 |
CELG
Celgene Corp
CELG
|
$7.78M |
| 4 |
AAWW
Atlas Air Worldwide Holdings, Inc.
AAWW
|
$7.49M |
| 5 |
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% |
