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
$1.66B
AUM Growth
+$54.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
320
New
Increased
Reduced
Closed

Top Buys

1
+$15.2M
2
+$7.83M
3
+$6.92M
4
AES icon
AES
AES
+$6.78M
5
OSK icon
Oshkosh
OSK
+$6.32M

Top Sells

1
+$13M
2
+$8M
3
+$7.74M
4
DUK icon
Duke Energy
DUK
+$7.14M
5
JNJ icon
Johnson & Johnson
JNJ
+$6.22M

Sector Composition

1 Financials 21.65%
2 Industrials 14.89%
3 Healthcare 10.71%
4 Energy 9.85%
5 Technology 8.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$326K 0.02%
2,347
252
$326K 0.02%
6,028
253
$324K 0.02%
1,600
254
$322K 0.02%
570
255
$322K 0.02%
4,455
+300
256
$320K 0.02%
+23,521
257
$319K 0.02%
3,824
258
$313K 0.02%
4,935
259
$305K 0.02%
3,900
260
$291K 0.02%
4,570
261
$287K 0.02%
545
262
$286K 0.02%
3,755
263
$286K 0.02%
6,250
264
$279K 0.02%
1,752
265
$278K 0.02%
2,433
266
$272K 0.02%
1,140
267
$270K 0.02%
2,810
268
$265K 0.02%
1,244
269
$264K 0.02%
15,194
+2,525
270
$260K 0.02%
+1,708
271
$252K 0.02%
+433
272
$250K 0.02%
4,275
273
$248K 0.01%
1,916
274
$233K 0.01%
6,595
-159,379
275
$226K 0.01%
+461
9 10
11
12 13