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
$1.76B
AUM Growth
+$749M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
382
New
Increased
Reduced
Closed

Top Buys

1
+$14.5M
2
+$13.4M
3
+$12.5M
4
BDN
Brandywine Realty Trust
BDN
+$12.5M
5
WAFD icon
WaFd
WAFD
+$12.3M

Top Sells

1
+$10.8M
2
+$9.22M
3
+$8.77M
4
ED icon
Consolidated Edison
ED
+$8.18M
5
GLW icon
Corning
GLW
+$7.83M

Sector Composition

1 Financials 24.22%
2 Industrials 14.64%
3 Technology 12.77%
4 Consumer Discretionary 8.38%
5 Healthcare 7.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$357K 0.02%
5,975
+455
327
$334K 0.02%
+22,400
328
$332K 0.02%
2,525
+275
329
$329K 0.02%
7,196
330
$325K 0.02%
15,325
+4,700
331
$319K 0.02%
25,079
-75
332
$313K 0.02%
6,875
333
$307K 0.02%
+15,500
334
$303K 0.02%
8,494
+789
335
$302K 0.02%
5,620
+699
336
$302K 0.02%
38,840
+454
337
$296K 0.02%
10,260
+2,330
338
$295K 0.02%
6,115
-1,405
339
$293K 0.02%
9,150
340
$284K 0.02%
6,575
-1,065
341
$278K 0.02%
4,400
+475
342
$268K 0.02%
8,149
-2,055
343
$268K 0.02%
3,990
-1,815
344
$262K 0.01%
32,300
345
$256K 0.01%
6,400
+45
346
$256K 0.01%
15,920
347
$253K 0.01%
3,800
-675
348
$247K 0.01%
+2,750
349
$241K 0.01%
+12,825
350
$237K 0.01%
13,370
+1,595
12 13
14
15 16