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
$1.76B
AUM Growth
+$749M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
382
New
Increased
Reduced
Closed

Top Buys

1
+$14.5M
2
+$13.4M
3
+$12.5M
4
BDN
Brandywine Realty Trust
BDN
+$12.5M
5
WAFD icon
WaFd
WAFD
+$12.3M

Top Sells

1
+$10.8M
2
+$9.22M
3
+$8.77M
4
ED icon
Consolidated Edison
ED
+$8.18M
5
GLW icon
Corning
GLW
+$7.83M

Sector Composition

1 Financials 24.22%
2 Industrials 14.64%
3 Technology 12.77%
4 Consumer Discretionary 8.38%
5 Healthcare 7.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$12M 0.68%
86,316
-25,730
27
$12M 0.68%
463,361
+16,088
28
$12M 0.68%
+147,312
29
$11.9M 0.67%
+357,900
30
$11.7M 0.67%
266,174
+251,506
31
$11.6M 0.66%
+492,058
32
$11.4M 0.65%
+170,450
33
$11M 0.63%
173,792
+5,925
34
$10.9M 0.62%
83,246
+14,595
35
$10.9M 0.62%
867,437
+835,340
36
$10.8M 0.61%
+412,039
37
$10.6M 0.6%
+540,227
38
$10.6M 0.6%
+731,190
39
$10.6M 0.6%
+616,495
40
$10.4M 0.59%
+201,019
41
$10.4M 0.59%
+533,372
42
$10.4M 0.59%
206,592
-22,265
43
$10.4M 0.59%
+511,334
44
$10.3M 0.59%
+32,130
45
$10.3M 0.58%
183,882
+6,225
46
$10.3M 0.58%
+1,056,164
47
$10.2M 0.58%
229,984
+9,065
48
$10.2M 0.58%
+820,493
49
$10M 0.57%
244,090
-33,640
50
$10M 0.57%
+373,321
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