FDCP

Foster Dykema Cabot & Partners Portfolio holdings

AUM $1.63B
1-Year Est. Return 19.54%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$944M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
317
New
Increased
Reduced
Closed

Top Buys

1 +$188M
2 +$119M
3 +$50.4M
4
MSFT icon
Microsoft
MSFT
+$36.4M
5
AMZN icon
Amazon
AMZN
+$32.8M

Top Sells

No sells this quarter

Sector Composition

1 Technology 11.55%
2 Healthcare 8.46%
3 Financials 7.91%
4 Industrials 6.91%
5 Consumer Discretionary 5.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$210 ﹤0.01%
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312
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