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
451
$2.08K ﹤0.01%
+2
452
$2.05K ﹤0.01%
+1
453
$1.97K ﹤0.01%
+44
454
$1.92K ﹤0.01%
+50
455
$1.75K ﹤0.01%
+47
456
$1.75K ﹤0.01%
+13
457
$1.74K ﹤0.01%
+10
458
$1.68K ﹤0.01%
+283
459
$1.66K ﹤0.01%
47
460
$1.65K ﹤0.01%
75
-7
461
$1.52K ﹤0.01%
+6
462
$1.5K ﹤0.01%
+10
463
$1.32K ﹤0.01%
83
464
$1.26K ﹤0.01%
+3
465
$1.25K ﹤0.01%
+7
466
$1.16K ﹤0.01%
+22
467
$1.1K ﹤0.01%
+64
468
$1.01K ﹤0.01%
15
-2
469
$957 ﹤0.01%
+6
470
$888 ﹤0.01%
+1
471
$873 ﹤0.01%
+15
472
$831 ﹤0.01%
+72
473
$768 ﹤0.01%
+6
474
$761 ﹤0.01%
34
475
$747 ﹤0.01%
+6
17 18
19
20 21