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
276
$305K 0.02%
+1,629
277
$305K 0.02%
3,491
+900
278
$303K 0.02%
8,090
-960
279
$302K 0.02%
+733
280
$301K 0.02%
16,170
-225
281
$300K 0.02%
+4,806
282
$299K 0.02%
1,799
+464
283
$290K 0.02%
9,305
-1,025
284
$288K 0.02%
23,750
+10,000
285
$286K 0.02%
10,185
-175
286
$285K 0.02%
2,294
+590
287
$280K 0.02%
917
+236
288
$278K 0.02%
3,300
+225
289
$276K 0.02%
+1,000
290
$274K 0.02%
+3,235
291
$273K 0.02%
+4,535
292
$272K 0.02%
835
+215
293
$270K 0.02%
+9,000
294
$268K 0.02%
10,129
+2,611
295
$262K 0.02%
4,560
+375
296
$260K 0.02%
2,300
297
$252K 0.02%
8,560
+1,735
298
$246K 0.02%
+1,785
299
$242K 0.02%
+896
300
$235K 0.01%
5,410
-3,060
10 11
12
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