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
$2.49B
AUM Growth
+$269M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
410
New
Increased
Reduced
Closed

Top Buys

1
+$16.2M
2
+$6.92M
3
+$6.79M
4
JNJ icon
Johnson & Johnson
JNJ
+$4.81M
5
VLY icon
Valley National Bancorp
VLY
+$3.73M

Top Sells

1
+$10.1M
2
+$9.98M
3
+$7.24M
4
BP icon
BP
BP
+$5.06M
5
FULT icon
Fulton Financial
FULT
+$4.92M

Sector Composition

1 Financials 23.93%
2 Industrials 13.7%
3 Technology 13.01%
4 Consumer Discretionary 8.37%
5 Healthcare 8.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$13.3M 0.53%
171,606
+1,200
52
$13M 0.52%
680,802
+55,968
53
$13M 0.52%
434,325
+35,761
54
$12.9M 0.52%
665,405
+3,300
55
$12.8M 0.51%
76,274
+325
56
$12.7M 0.51%
98,794
-2,450
57
$12.6M 0.51%
92,831
-17,370
58
$12.6M 0.5%
163,465
+10,899
59
$12.5M 0.5%
225,381
+14,448
60
$12.4M 0.5%
242,876
+12,604
61
$12.4M 0.5%
881,518
+72,571
62
$12.2M 0.49%
851,248
-243,354
63
$12.1M 0.48%
350,661
+28,868
64
$12M 0.48%
327,666
+20,687
65
$12M 0.48%
240,456
+1,150
66
$11.9M 0.48%
2,545,931
+209,096
67
$11.7M 0.47%
308,351
+25,378
68
$11.7M 0.47%
576,377
+47,450
69
$11.6M 0.47%
526,708
+43,349
70
$11.6M 0.47%
344,160
+1,666
71
$11.6M 0.46%
257,956
+20,836
72
$11.6M 0.46%
400,379
+32,951
73
$11.5M 0.46%
245,468
+20,219
74
$11.4M 0.46%
318,751
+26,231
75
$11.1M 0.44%
344,009
+28,125
1 2
3
4 5