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
$944M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
317
New
Increased
Reduced
Closed

Top Buys

1 +$202M
2 +$120M
3 +$50.4M
4
MSFT icon
Microsoft
MSFT
+$38.5M
5
AMZN icon
Amazon
AMZN
+$35.6M

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
176
$28.8K ﹤0.01%
+700
177
$27.8K ﹤0.01%
+250
178
$26.8K ﹤0.01%
+750
179
$26.6K ﹤0.01%
+288
180
$26.5K ﹤0.01%
+569
181
$26.1K ﹤0.01%
+338
182
$25.9K ﹤0.01%
+550
183
$25.6K ﹤0.01%
+680
184
$24K ﹤0.01%
+7,584
185
$23.3K ﹤0.01%
+298
186
$23.2K ﹤0.01%
+91
187
$22.4K ﹤0.01%
+39
188
$22.2K ﹤0.01%
+91
189
$22K ﹤0.01%
+211
190
$21.5K ﹤0.01%
+175
191
$21.3K ﹤0.01%
+1,154
192
$21.1K ﹤0.01%
+143
193
$20.8K ﹤0.01%
+137
194
$19.6K ﹤0.01%
+83
195
$19.1K ﹤0.01%
+200
196
$18.7K ﹤0.01%
+240
197
$18.6K ﹤0.01%
+175
198
$16.4K ﹤0.01%
+30
199
$16K ﹤0.01%
+307
200
$15.6K ﹤0.01%
+202