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
$1.11B
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
276
New
Increased
Reduced
Closed

Top Buys

1 +$35.8M
2 +$28.6M
3 +$22.8M
4
AMP icon
Ameriprise Financial
AMP
+$17.2M
5
GILD icon
Gilead Sciences
GILD
+$17.2M

Top Sells

No sells this quarter

Sector Composition

1 Financials 22.14%
2 Consumer Discretionary 13.83%
3 Industrials 13.81%
4 Technology 13.55%
5 Healthcare 8.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$9.82M 0.88%
+130,693
27
$9.78M 0.88%
+45,075
28
$9.71M 0.87%
+104,000
29
$9.71M 0.87%
+36,065
30
$9.57M 0.86%
+87,382
31
$9.41M 0.85%
+119,350
32
$9.38M 0.84%
+204,280
33
$9.26M 0.83%
+62,200
34
$9.24M 0.83%
+187,815
35
$9.22M 0.83%
+122,387
36
$9.15M 0.82%
+1,680,950
37
$9.14M 0.82%
+286,718
38
$9.12M 0.82%
+325,252
39
$9.06M 0.81%
+93,173
40
$9.05M 0.81%
+37,328
41
$8.94M 0.8%
+224,807
42
$8.85M 0.8%
+236,660
43
$8.82M 0.79%
+150,269
44
$8.8M 0.79%
+128,274
45
$8.76M 0.79%
+214,416
46
$8.65M 0.78%
+102,950
47
$8.4M 0.75%
+90,468
48
$8.35M 0.75%
+309,700
49
$8.15M 0.73%
+231,765
50
$8.13M 0.73%
+85,068