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
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