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
$2.5B
AUM Growth
+$67.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
424
New
Increased
Reduced
Closed

Top Buys

1 +$8.84M
2 +$7.82M
3 +$7.6M
4
ANGO icon
AngioDynamics
ANGO
+$6.83M
5
C icon
Citigroup
C
+$6.17M

Top Sells

1 +$15.5M
2 +$10.5M
3 +$10.3M
4
WELL icon
Welltower
WELL
+$8.98M
5
IXYS
IXYS Corp
IXYS
+$8.7M

Sector Composition

1 Financials 25.63%
2 Industrials 16.5%
3 Technology 13.31%
4 Healthcare 9.77%
5 Consumer Discretionary 8.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
-14,430
402
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403
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404
-120,145
405
-26,635
406
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407
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408
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409
-65,595
410
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411
-194,490
412
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413
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414
-173,215
415
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416
-897,360
417
-502,495
418
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419
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420
-976,643
421
-126
422
-9,350
423
-239,493
424
-28,595