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
$1.07B
AUM Growth
-$44.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
323
New
Increased
Reduced
Closed

Top Buys

1 +$15M
2 +$13.7M
3 +$11.2M
4
QCOM icon
Qualcomm
QCOM
+$10.2M
5
CSCO icon
Cisco
CSCO
+$9.15M

Top Sells

1 +$15.8M
2 +$11M
3 +$10.9M
4
SBUX icon
Starbucks
SBUX
+$10M
5
EL icon
Estee Lauder
EL
+$9.22M

Sector Composition

1 Financials 21.79%
2 Industrials 15.27%
3 Technology 14.35%
4 Consumer Discretionary 10.57%
5 Healthcare 10.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
-150,269
302
-100,598
303
-49,539
304
-3,730
305
-83,175
306
-85,045
307
-49,835
308
-6,021
309
-52,429
310
-58,960
311
-231,765
312
-236,469
313
-2,150
314
-90,325
315
-104,225
316
-26,188
317
-93,564
318
-8,117
319
-49,824
320
-162,324
321
-103
322
-21,154
323
-36,832