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
101
$6.06M 0.32%
174,605
-725
102
$6M 0.32%
104,146
+20,788
103
$5.95M 0.32%
113,720
-5,820
104
$5.92M 0.32%
45,367
+3,228
105
$5.8M 0.31%
68,500
-23,320
106
$5.75M 0.31%
181,600
-740
107
$5.7M 0.3%
347,717
+35,166
108
$5.69M 0.3%
88,603
+12,152
109
$5.67M 0.3%
911,170
+92,154
110
$5.64M 0.3%
92,839
-1,073
111
$5.58M 0.3%
85,803
+22,540
112
$5.52M 0.29%
150,695
+6,110
113
$5.43M 0.29%
276,408
-186,858
114
$5.43M 0.29%
93,940
+22,034
115
$5.43M 0.29%
121,625
+23,460
116
$5.37M 0.29%
163,805
+37,200
117
$5.36M 0.29%
211,605
-960
118
$5.33M 0.28%
140,960
-4,345
119
$5.33M 0.28%
110,600
-390
120
$5.31M 0.28%
236,774
+24,580
121
$5.24M 0.28%
421,337
+34,325
122
$5.21M 0.28%
278,171
+20,679
123
$5.15M 0.28%
150,965
+31,355
124
$5.15M 0.27%
800,729
+80,983
125
$5.14M 0.27%
137,862
-19,388
3 4
5
6 7