AP
Atwood & Palmer Portfolio holdings
AUM
$1.6B
1-Year Return
25.98%
This Quarter Return
+7.17%
1 Year Return
+25.98%
3 Year Return
+71.23%
5 Year Return
+127.94%
10 Year Return
+264.26%
AUM
$1.32B
AUM Growth
+$80.3M
(+6.5%)
Cap. Flow
+$5.36M
Cap. Flow
% of AUM
0.41%
Top 10 Holdings %
Top 10 Hldgs %
29.21%
Holding
435
New
33
Increased
93
Reduced
71
Closed
20
Top Buys
Top Sells
| 1 |
United Rentals
URI
|
$15.6M |
| 2 |
Aptiv
APTV
|
$13.1M |
| 3 |
Biogen
BIIB
|
$8.41M |
| 4 |
D.R. Horton
DHI
|
$6.42M |
| 5 |
Ameriprise Financial
AMP
|
$5.62M |
Sector Composition
| 1 | Technology | 17% |
| 2 | Healthcare | 16.31% |
| 3 | Financials | 10.3% |
| 4 | Industrials | 8.5% |
| 5 | Consumer Discretionary | 6.59% |
