FP
Foundry Partners Portfolio holdings
AUM
$1.89B
1-Year Return
9.85%
This Quarter Return
+1.2%
1 Year Return
+9.85%
3 Year Return
+44.45%
5 Year Return
+233.46%
10 Year Return
+298.24%
AUM
$1.59B
AUM Growth
-$227M
(-13%)
Cap. Flow
-$190M
Cap. Flow
% of AUM
-11.96%
Top 10 Holdings %
Top 10 Hldgs %
16.52%
Holding
354
New
50
Increased
87
Reduced
158
Closed
43
Top Buys
| 1 |
Meta Platforms (Facebook)
META
|
+$24.4M |
| 2 |
AT&T
T
|
+$22.6M |
| 3 |
Sanofi
SNY
|
+$21.5M |
| 4 |
Delta Air Lines
DAL
|
+$14.7M |
| 5 |
Snap-on
SNA
|
+$14.4M |
Top Sells
| 1 |
Cigna
CI
|
+$17.8M |
| 2 |
Verizon
VZ
|
+$17.7M |
| 3 |
Southwest Airlines
LUV
|
+$17M |
| 4 |
EOG Resources
EOG
|
+$14.7M |
| 5 |
United Rentals
URI
|
+$13.7M |
Sector Composition
| 1 | Financials | 19.92% |
| 2 | Healthcare | 12.98% |
| 3 | Industrials | 12.26% |
| 4 | Technology | 10.13% |
| 5 | Energy | 7.93% |
