Focus Partners Wealth Portfolio holdings
AUM $39.9B
AUM
$39.9B
AUM Growth
+$1.42B (+4%)
Cap. Flow
+$3.98B
Cap. Flow % of AUM
9.97%
Top 10 Holdings %Top 10 Hldgs %
20.36%
Holding
2,016
New
183
Increased
993
Reduced
644
Closed
135
Top Buys
| 1 | $341M | |
| 2 | $278M | |
| 3 | $272M | |
| 4 | $220M | |
| 5 | $201M |
Top Sells
| 1 | $62.8M | |
| 2 | $40.6M | |
| 3 | $40M | |
| 4 | $26.2M | |
| 5 | $25.2M |
Sector Composition
| 1 | Technology | 12.24% |
| 2 | Financials | 7.29% |
| 3 | Consumer Discretionary | 4.54% |
| 4 | Healthcare | 4.29% |
| 5 | Consumer Staples | 3.94% |