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
$2.5B
AUM Growth
+$67.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
424
New
Increased
Reduced
Closed

Top Buys

1
+$8.84M
2
+$7.82M
3
+$7.6M
4
ANGO icon
AngioDynamics
ANGO
+$6.83M
5
C icon
Citigroup
C
+$6.17M

Top Sells

1
+$15.5M
2
+$10.5M
3
+$10.3M
4
WELL icon
Welltower
WELL
+$8.98M
5
IXYS
IXYS Corp
IXYS
+$8.7M

Sector Composition

1 Financials 25.63%
2 Industrials 16.5%
3 Technology 13.31%
4 Healthcare 9.77%
5 Consumer Discretionary 8.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$2.7M 0.11%
28,057
-82
277
$2.7M 0.11%
+169,893
278
$2.65M 0.11%
76,162
-223
279
$2.65M 0.11%
47,336
-138
280
$2.65M 0.11%
+137,305
281
$2.64M 0.11%
43,563
-120
282
$2.64M 0.11%
14,305
-11,026
283
$2.63M 0.11%
154,925
+11,450
284
$2.57M 0.1%
35,179
-102
285
$2.55M 0.1%
36,580
-107
286
$2.54M 0.1%
309,380
+83,325
287
$2.5M 0.1%
391,495
+21,700
288
$2.49M 0.1%
388,553
+27,080
289
$2.48M 0.1%
+138,446
290
$2.43M 0.1%
58,858
-171
291
$2.4M 0.1%
+60,213
292
$2.37M 0.09%
41,228
-121
293
$2.34M 0.09%
43,751
-119
294
$2.33M 0.09%
20,119
-58
295
$2.33M 0.09%
108,350
-318
296
$2.27M 0.09%
48,162
-142
297
$2.25M 0.09%
215,400
+18,375
298
$2.19M 0.09%
37,480
-110
299
$2.19M 0.09%
92,575
+7,325
300
$2.16M 0.09%
61,865
+4,650
10 11
12
13 14