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
$2.4B
AUM Growth
+$79.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
463
New
Increased
Reduced
Closed

Top Buys

1
+$12.6M
2
+$11.1M
3
+$8.97M
4
LXP icon
LXP Industrial Trust
LXP
+$8.83M
5
KFY icon
Korn Ferry
KFY
+$8.72M

Top Sells

1
+$19.6M
2
+$10.9M
3
+$10.3M
4
ENH
Endurance Specialty Holdings Ltd
ENH
+$9.8M
5
MO icon
Altria Group
MO
+$7.52M

Sector Composition

1 Financials 25.62%
2 Industrials 16.36%
3 Technology 13.58%
4 Consumer Discretionary 9.28%
5 Healthcare 7.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$15.5M 0.65%
144,685
-62,385
27
$15.5M 0.65%
642,942
+76,319
28
$15.3M 0.64%
1,188,350
-195,200
29
$15.2M 0.63%
185,335
-5,575
30
$15.1M 0.63%
503,201
+109,149
31
$14.5M 0.61%
559,151
+19,068
32
$14.4M 0.6%
887,970
+118,250
33
$14.3M 0.6%
304,704
-9,000
34
$13.9M 0.58%
682,669
+440,075
35
$13.9M 0.58%
98,197
-2,975
36
$13.4M 0.56%
154,265
-4,475
37
$13.3M 0.56%
188,507
+6,039
38
$13.3M 0.55%
248,635
+25,578
39
$13M 0.54%
171,894
+23,900
40
$12.9M 0.54%
191,068
-5,915
41
$12.9M 0.54%
180,562
-105,258
42
$12.7M 0.53%
340,412
-9,925
43
$12.7M 0.53%
160,983
+16,778
44
$12.7M 0.53%
251,346
+31,440
45
$12.6M 0.53%
207,533
+29,280
46
$12.6M 0.52%
+283,085
47
$12.5M 0.52%
394,070
+54,180
48
$12.5M 0.52%
354,120
-10,025
49
$12.2M 0.51%
225,629
+31,801
50
$12.1M 0.5%
607,499
+86,176
1
2
3 4 5