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
$2.64B
AUM Growth
+$191M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
408
New
Increased
Reduced
Closed

Top Buys

1
+$14M
2
+$11.1M
3
+$9.3M
4
T icon
AT&T
T
+$9.14M
5
BFYT
Benefytt Technologies, Inc. Class A Common Stock
BFYT
+$9.08M

Top Sells

1
+$9.49M
2
+$5.99M
3
+$5.47M
4
HI icon
Hillenbrand
HI
+$5.35M
5
SEM icon
Select Medical
SEM
+$5.14M

Sector Composition

1 Financials 25.56%
2 Industrials 14.48%
3 Technology 11.64%
4 Healthcare 8.65%
5 Energy 7.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$13.3M 0.51%
177,333
+473
52
$13.1M 0.5%
278,829
+874
53
$13.1M 0.5%
209,382
+613
54
$13M 0.49%
254,409
+383
55
$12.9M 0.49%
331,176
+51,712
56
$12.9M 0.49%
200,433
+4,839
57
$12.6M 0.48%
2,037,571
+49,091
58
$12.5M 0.48%
1,298,386
+361,911
59
$12.4M 0.47%
351,818
+1,103
60
$12M 0.45%
262,438
-250
61
$12M 0.45%
73,474
+11,489
62
$11.9M 0.45%
202,975
+727
63
$11.9M 0.45%
80,517
+11,991
64
$11.8M 0.45%
624,680
+15,075
65
$11.8M 0.45%
749,599
+748
66
$11.7M 0.45%
555,936
+13,385
67
$11.6M 0.44%
133,454
+3,225
68
$11.6M 0.44%
457,189
+34,994
69
$11.6M 0.44%
231,671
+36,167
70
$11.6M 0.44%
221,280
-102,383
71
$11.6M 0.44%
261,498
+40,590
72
$11.4M 0.43%
190,696
+30,010
73
$11.3M 0.43%
251,807
-101,275
74
$11.3M 0.43%
334,735
+52,870
75
$11.2M 0.42%
205,040
+4,940
1 2
3
4 5