FDCP
Foster Dykema Cabot & Partners Portfolio holdings
AUM
$1.42B
1-Year Est. Return
15.5%
1 Year Est. Return
+15.5%
AUM
$1.25B
AUM Growth
-$36.7M
(-2.9%)
Holding
388
Top Buys
| 1 | +$10.1M | |
| 2 | +$4.27M | |
| 3 | +$3.61M | |
| 4 |
NVIDIA
NVDA
|
+$2.65M |
| 5 |
Eaton
ETN
|
+$1.24M |
Top Sells
| 1 | +$3.26M | |
| 2 | +$2.23M | |
| 3 | +$2.1M | |
| 4 |
Berkshire Hathaway Class A
BRK.A
|
+$2.04M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
376
Verizon
VZ
$164B
| – | – |
-500
|
|
||
377
Welltower
WELL
$119B
| – | – |
-6
|
|
||
378
Yum! Brands
YUM
$39.8B
| – | – |
-20
|
|
||
|
FSR
379
DELISTED
Fisker Inc.
FSR
| $0 | ﹤0.01% |
33
|
|