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
426
$3.04K ﹤0.01%
+18
427
$3K ﹤0.01%
+48
428
$3K ﹤0.01%
+52
429
$2.98K ﹤0.01%
32
430
$2.92K ﹤0.01%
+23
431
$2.87K ﹤0.01%
+25
432
$2.8K ﹤0.01%
26
433
$2.79K ﹤0.01%
+12
434
$2.78K ﹤0.01%
+59
435
$2.74K ﹤0.01%
+185
436
$2.66K ﹤0.01%
+284
437
$2.65K ﹤0.01%
+24
438
$2.61K ﹤0.01%
+19
439
$2.6K ﹤0.01%
+43
440
$2.54K ﹤0.01%
+11
441
$2.52K ﹤0.01%
53
442
$2.5K ﹤0.01%
+31
443
$2.47K ﹤0.01%
+20
444
$2.33K ﹤0.01%
+29
445
$2.32K ﹤0.01%
+3
446
$2.28K ﹤0.01%
+74
447
$2.26K ﹤0.01%
+47
448
$2.25K ﹤0.01%
+11
449
$2.18K ﹤0.01%
+9
450
$2.1K ﹤0.01%
+19
16 17
18
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