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
$560M
AUM Growth
+$24.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
393
New
Increased
Reduced
Closed

Top Buys

1
+$7.62M
2
+$7.1M
3
+$6.87M
4
HIW icon
Highwoods Properties
HIW
+$6.57M
5
CELG
Celgene Corp
CELG
+$6.47M

Top Sells

1
+$11.5M
2
+$10.5M
3
+$9.37M
4
PG icon
Procter & Gamble
PG
+$8.94M
5
TMO icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$39.9M 7.13%
268,850
-3,190
2
$25.4M 4.53%
894,581
+9,751
3
$18.4M 3.29%
669,934
-5,114
4
$17.6M 3.14%
86,584
-1,600
5
$16.2M 2.9%
165,387
-320
6
$15.5M 2.77%
564,630
+130,210
7
$15.4M 2.75%
153,566
-104,334
8
$15.1M 2.69%
171,598
-2,495
9
$15M 2.67%
478,773
+90,352
10
$14.6M 2.61%
111,895
+14,542
11
$14M 2.51%
136,061
-4,573
12
$14M 2.49%
325,218
+88,858
13
$13.7M 2.44%
356,330
+88,845
14
$13.5M 2.42%
335,435
+92,755
15
$13.2M 2.36%
435,373
+130,695
16
$13.1M 2.34%
324,871
+83,491
17
$12M 2.14%
139,031
-2,825
18
$11.5M 2.06%
263,965
-5,865
19
$11.5M 2.05%
251,144
+143,445
20
$10.5M 1.87%
77,975
-39,097
21
$9.49M 1.69%
503,505
+4,892
22
$8.59M 1.53%
276,024
+220,844
23
$8.3M 1.48%
192,313
+5,550
24
$8.1M 1.44%
161,946
-2,843
25
$7.76M 1.38%
83,192
-333
1
2 3 4 5