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
$3.04B
AUM Growth
+$491M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
460
New
Increased
Reduced
Closed

Top Buys

1
+$34.6M
2
+$28.4M
3
+$23.8M
4
MU icon
Micron Technology
MU
+$18.9M
5
SLB icon
SLB Ltd
SLB
+$18.7M

Top Sells

1
+$18.6M
2
+$13.8M
3
+$13.4M
4
PNFP icon
Pinnacle Financial Partners
PNFP
+$11.7M
5
SJM icon
J.M. Smucker
SJM
+$11.7M

Sector Composition

1 Financials 23.52%
2 Industrials 18.17%
3 Consumer Discretionary 10.73%
4 Technology 9.72%
5 Healthcare 8.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$563K 0.02%
5,148
377
$556K 0.02%
11,715
378
$553K 0.02%
24,215
379
$549K 0.02%
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380
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7,066
381
$531K 0.02%
+28,417
382
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383
$515K 0.02%
2,232
384
$507K 0.02%
3,255
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385
$503K 0.02%
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386
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5,002
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387
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389
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390
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1,265
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391
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7,140
392
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393
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396
$365K 0.01%
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397
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5,710
398
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7,250
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399
$343K 0.01%
721
-58
400
$343K 0.01%
9,475
-512,965
14 15
16
17 18