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
$1.86B
AUM Growth
-$10.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
348
New
Increased
Reduced
Closed

Top Buys

1 +$22.5M
2 +$21.1M
3 +$20.1M
4
ABBV icon
AbbVie
ABBV
+$17.4M
5
TSN icon
Tyson Foods
TSN
+$15M

Top Sells

1 +$21.8M
2 +$17.7M
3 +$17.6M
4
AMP icon
Ameriprise Financial
AMP
+$16.7M
5
GILD icon
Gilead Sciences
GILD
+$14.7M

Sector Composition

1 Financials 20.78%
2 Industrials 16.03%
3 Healthcare 10.85%
4 Energy 10.45%
5 Technology 10.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$568K 0.03%
+5,237
227
$566K 0.03%
+16,779
228
$564K 0.03%
+53,881
229
$560K 0.03%
+2,273
230
$555K 0.03%
+24,718
231
$553K 0.03%
+10,938
232
$548K 0.03%
+28,325
233
$540K 0.03%
+7,324
234
$539K 0.03%
+39,248
235
$535K 0.03%
+49,883
236
$534K 0.03%
+50,224
237
$532K 0.03%
19,209
+3,378
238
$531K 0.03%
20,275
+11,050
239
$521K 0.03%
+27,858
240
$519K 0.03%
+13,210
241
$518K 0.03%
+19,129
242
$506K 0.03%
+43,715
243
$501K 0.03%
9,999
+2,885
244
$500K 0.03%
+14,882
245
$494K 0.03%
1,435
246
$492K 0.03%
+15,272
247
$488K 0.03%
+6,075
248
$479K 0.03%
+37,957
249
$475K 0.03%
2,460
250
$467K 0.03%
+38,590