FP

Foundry Partners Portfolio holdings

AUM $1.89B
1-Year Est. Return 9.85%
This Quarter Est. Return
1 Year Est. Return
+9.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.76B
AUM Growth
+$749M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
382
New
Increased
Reduced
Closed

Top Buys

1
+$14.5M
2
+$13.4M
3
+$12.5M
4
BDN
Brandywine Realty Trust
BDN
+$12.5M
5
WAFD icon
WaFd
WAFD
+$12.3M

Top Sells

1
+$10.8M
2
+$9.22M
3
+$8.77M
4
ED icon
Consolidated Edison
ED
+$8.18M
5
GLW icon
Corning
GLW
+$7.83M

Sector Composition

1 Financials 24.22%
2 Industrials 14.64%
3 Technology 12.77%
4 Consumer Discretionary 8.38%
5 Healthcare 7.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2.7M 0.15%
261,180
+700
227
$2.69M 0.15%
47,175
-7,265
228
$2.68M 0.15%
+745,899
229
$2.67M 0.15%
163,140
+450
230
$2.64M 0.15%
51,550
+6,205
231
$2.63M 0.15%
+90,678
232
$2.62M 0.15%
28,826
-3,840
233
$2.6M 0.15%
228,515
+64,810
234
$2.58M 0.15%
41,668
-5,109
235
$2.58M 0.15%
+144,314
236
$2.53M 0.14%
61,922
+15,483
237
$2.48M 0.14%
56,414
-8,100
238
$2.48M 0.14%
+153,886
239
$2.47M 0.14%
+143,637
240
$2.45M 0.14%
10,060
-3,355
241
$2.44M 0.14%
184,304
+525
242
$2.44M 0.14%
133,935
-17,825
243
$2.42M 0.14%
420,305
+89,175
244
$2.38M 0.14%
50,715
-6,200
245
$2.32M 0.13%
149,595
+425
246
$2.32M 0.13%
73,200
+1,380
247
$2.3M 0.13%
27,610
-9,400
248
$2.29M 0.13%
96,221
+13,487
249
$2.29M 0.13%
253,290
+800
250
$2.28M 0.13%
170,460
+450
8 9
10
11 12