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
$2.49B
AUM Growth
+$269M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
410
New
Increased
Reduced
Closed

Top Buys

1
+$16.2M
2
+$6.92M
3
+$6.79M
4
JNJ icon
Johnson & Johnson
JNJ
+$4.81M
5
VLY icon
Valley National Bancorp
VLY
+$3.73M

Top Sells

1
+$10.1M
2
+$9.98M
3
+$7.24M
4
BP icon
BP
BP
+$5.06M
5
FULT icon
Fulton Financial
FULT
+$4.92M

Sector Composition

1 Financials 23.93%
2 Industrials 13.7%
3 Technology 13.01%
4 Consumer Discretionary 8.37%
5 Healthcare 8.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$3.12M 0.13%
29,523
-1,883
227
$3.11M 0.12%
+182,950
228
$3.06M 0.12%
61,628
-3,916
229
$3.05M 0.12%
+451,640
230
$3.05M 0.12%
+216,462
231
$3.01M 0.12%
278,585
-50,075
232
$2.99M 0.12%
220,501
-68,234
233
$2.96M 0.12%
37,311
-2,562
234
$2.95M 0.12%
133,787
+9,288
235
$2.91M 0.12%
654,335
-81,175
236
$2.86M 0.11%
+83,289
237
$2.86M 0.11%
232,920
-55,030
238
$2.86M 0.11%
35,352
-2,429
239
$2.84M 0.11%
58,900
-1,100
240
$2.79M 0.11%
36,651
-2,508
241
$2.75M 0.11%
148,028
+12,159
242
$2.71M 0.11%
104,634
-1,325
243
$2.67M 0.11%
86,105
-5,347
244
$2.67M 0.11%
+48,179
245
$2.61M 0.1%
20,555
-6,067
246
$2.6M 0.1%
176,584
+14,540
247
$2.58M 0.1%
366,668
+21,031
248
$2.56M 0.1%
50,674
-3,109
249
$2.54M 0.1%
101,870
-2,600
250
$2.48M 0.1%
51,474
+3,817
8 9
10
11 12