FDCP

Foster Dykema Cabot & Partners Portfolio holdings

AUM $1.52B
1-Year Est. Return 17.16%
This Quarter Est. Return
1 Year Est. Return
+17.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.25B
AUM Growth
-$36.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
388
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$4.27M
3
+$3.61M
4
NVDA icon
NVIDIA
NVDA
+$2.65M
5
ETN icon
Eaton
ETN
+$1.24M

Top Sells

1
+$3.26M
2
+$2.23M
3
+$2.1M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$2.04M
5
AAPL icon
Apple
AAPL
+$1.43M

Sector Composition

1 Technology 14.53%
2 Industrials 11.25%
3 Financials 9.73%
4 Healthcare 6.79%
5 Consumer Discretionary 5.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$5.35K ﹤0.01%
22
302
$5.05K ﹤0.01%
137
303
$4.91K ﹤0.01%
700
304
$4.76K ﹤0.01%
113
305
$4.69K ﹤0.01%
185
306
$4.17K ﹤0.01%
23
-9
307
$3.93K ﹤0.01%
12
308
$3.92K ﹤0.01%
128
309
$3.54K ﹤0.01%
61
-121
310
$3.5K ﹤0.01%
284
311
$3.26K ﹤0.01%
34
312
$3.04K ﹤0.01%
38
313
$2.66K ﹤0.01%
32
314
$2.54K ﹤0.01%
26
315
$2.53K ﹤0.01%
26
316
$2.49K ﹤0.01%
248
317
$2.38K ﹤0.01%
13
318
$2.31K ﹤0.01%
53
319
$2.04K ﹤0.01%
3
320
$1.83K ﹤0.01%
27
321
$1.79K ﹤0.01%
33
322
$1.57K ﹤0.01%
36
323
$1.19K ﹤0.01%
67
324
$1.06K ﹤0.01%
44
325
$558 ﹤0.01%
+17
11 12
13
14 15