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
$1.08B
AUM Growth
-$94K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
291
New
Increased
Reduced
Closed

Top Buys

1
+$18.8M
2
+$11.9M
3
+$10.8M
4
MCK icon
McKesson
MCK
+$10.5M
5
COST icon
Costco
COST
+$9.49M

Top Sells

1
+$11.7M
2
+$11.3M
3
+$11.2M
4
BWA icon
BorgWarner
BWA
+$11.1M
5
JPM icon
JPMorgan Chase
JPM
+$9.62M

Sector Composition

1 Financials 18.08%
2 Technology 14.66%
3 Industrials 14.34%
4 Healthcare 11.41%
5 Energy 8.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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291
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