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
$1.59B
AUM Growth
-$73.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
339
New
Increased
Reduced
Closed

Top Buys

1
+$21.3M
2
+$17.7M
3
+$16.2M
4
CI icon
Cigna
CI
+$15.1M
5
BIIB icon
Biogen
BIIB
+$11.2M

Top Sells

1
+$25.5M
2
+$18.6M
3
+$13.2M
4
ALLY icon
Ally Financial
ALLY
+$11.4M
5
SWK icon
Stanley Black & Decker
SWK
+$9.31M

Sector Composition

1 Financials 22.89%
2 Healthcare 13.26%
3 Industrials 11.96%
4 Energy 9.71%
5 Technology 9.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$395K 0.02%
2,512
+647
252
$382K 0.02%
2,575
-1,134
253
$378K 0.02%
1,146
+295
254
$378K 0.02%
5,365
-90
255
$374K 0.02%
2,195
+566
256
$356K 0.02%
+1,348
257
$355K 0.02%
1,525
+100
258
$354K 0.02%
3,445
-20
259
$352K 0.02%
973
+251
260
$352K 0.02%
7,060
-575
261
$349K 0.02%
13,677
+2,530
262
$345K 0.02%
819
+211
263
$337K 0.02%
1,202
+310
264
$334K 0.02%
4,704
+596
265
$331K 0.02%
+1,372
266
$326K 0.02%
13,580
+2,455
267
$325K 0.02%
1,513
+390
268
$325K 0.02%
809
+226
269
$319K 0.02%
16,410
+3,170
270
$319K 0.02%
14,377
+4,282
271
$318K 0.02%
874
+93
272
$314K 0.02%
41,845
-5,835
273
$310K 0.02%
+11,440
274
$309K 0.02%
2,258
+582
275
$308K 0.02%
4,375
-40
9 10
11
12 13