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
$1.87B
AUM Growth
+$213M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
328
New
Increased
Reduced
Closed

Top Buys

1
+$17.3M
2
+$14.3M
3
+$13.5M
4
QCOM icon
Qualcomm
QCOM
+$12.8M
5
VZ icon
Verizon
VZ
+$12.2M

Top Sells

1
+$18.4M
2
+$17.1M
3
+$11M
4
FCX icon
Freeport-McMoran
FCX
+$7.61M
5
MAA icon
Mid-America Apartment Communities
MAA
+$7.36M

Sector Composition

1 Financials 21.6%
2 Industrials 16.27%
3 Energy 10.51%
4 Healthcare 10.48%
5 Technology 9.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$9.64M 0.51%
153,427
+15,519
52
$9.3M 0.5%
534,462
+52,434
53
$9.3M 0.5%
201,891
+18,650
54
$9.05M 0.48%
287,536
+29,081
55
$9.04M 0.48%
624,979
-126,976
56
$9M 0.48%
159,398
+5,564
57
$8.96M 0.48%
48,468
-31,015
58
$8.85M 0.47%
798,262
+80,731
59
$8.65M 0.46%
139,792
+18,064
60
$8.49M 0.45%
97,148
+9,825
61
$8.49M 0.45%
379,745
+40,142
62
$8.31M 0.44%
165,289
+22,656
63
$8.28M 0.44%
530,237
+54,377
64
$8.23M 0.44%
154,036
-91,237
65
$8.22M 0.44%
362,370
+41,228
66
$8.19M 0.44%
1,169,921
+118,321
67
$7.95M 0.42%
186,650
+18,877
68
$7.83M 0.42%
26,808
+2,714
69
$7.8M 0.42%
103,598
-4,198
70
$7.79M 0.42%
62,455
+4,203
71
$7.77M 0.41%
124,906
-4,302
72
$7.75M 0.41%
159,556
-112,504
73
$7.68M 0.41%
94,663
-9,329
74
$7.61M 0.41%
212,223
+6,520
75
$7.6M 0.41%
261,656
+139,244
1 2
3
4 5