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
$1.96B
AUM Growth
-$863M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
376
New
Increased
Reduced
Closed

Top Buys

1
+$32M
2
+$25.5M
3
+$17.3M
4
CEG icon
Constellation Energy
CEG
+$12M
5
VZ icon
Verizon
VZ
+$12M

Top Sells

1
+$25.1M
2
+$21.8M
3
+$18.2M
4
HWC icon
Hancock Whitney
HWC
+$15.4M
5
TSEM icon
Tower Semiconductor
TSEM
+$15.2M

Sector Composition

1 Financials 21.74%
2 Healthcare 14.54%
3 Industrials 13.01%
4 Technology 10.14%
5 Energy 8.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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