FDCP

Foster Dykema Cabot & Partners Portfolio holdings

AUM $1.42B
1-Year Est. Return 15.5%
This Quarter Est. Return
1 Year Est. Return
+15.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.19B
AUM Growth
+$73.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
528
New
Increased
Reduced
Closed

Top Buys

1 +$2.66M
2 +$1.43M
3 +$1.36M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.22M
5
MSFT icon
Microsoft
MSFT
+$1.18M

Top Sells

1 +$1.38M
2 +$900K
3 +$583K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$564K
5
AXP icon
American Express
AXP
+$523K

Sector Composition

1 Technology 16%
2 Industrials 11.79%
3 Healthcare 8.47%
4 Financials 7.84%
5 Consumer Discretionary 6.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$28.4K ﹤0.01%
127
277
$28.2K ﹤0.01%
+628
278
$27.8K ﹤0.01%
211
279
$27.5K ﹤0.01%
+290
280
$26.8K ﹤0.01%
+184
281
$26.8K ﹤0.01%
+652
282
$26.6K ﹤0.01%
+993
283
$26.4K ﹤0.01%
298
284
$26.1K ﹤0.01%
137
285
$26.1K ﹤0.01%
+200
286
$26K ﹤0.01%
+271
287
$25.8K ﹤0.01%
110
+44
288
$25.7K ﹤0.01%
+215
289
$25.5K ﹤0.01%
91
290
$25.4K ﹤0.01%
+186
291
$25.1K ﹤0.01%
175
292
$25K ﹤0.01%
45
293
$24.9K ﹤0.01%
+519
294
$24.5K ﹤0.01%
+500
295
$24.4K ﹤0.01%
227
+143
296
$24.4K ﹤0.01%
304
+64
297
$23.9K ﹤0.01%
7,767
298
$23.4K ﹤0.01%
+442
299
$22.6K ﹤0.01%
360
-300
300
$22.5K ﹤0.01%
1,058
+490