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
$1.76B
AUM Growth
+$749M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
382
New
Increased
Reduced
Closed

Top Buys

1
+$14.5M
2
+$13.4M
3
+$12.5M
4
BDN
Brandywine Realty Trust
BDN
+$12.5M
5
WAFD icon
WaFd
WAFD
+$12.3M

Top Sells

1
+$10.8M
2
+$9.22M
3
+$8.77M
4
ED icon
Consolidated Edison
ED
+$8.18M
5
GLW icon
Corning
GLW
+$7.83M

Sector Composition

1 Financials 24.22%
2 Industrials 14.64%
3 Technology 12.77%
4 Consumer Discretionary 8.38%
5 Healthcare 7.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$5.01M 0.28%
98,767
+3,465
127
$4.99M 0.28%
+536,406
128
$4.96M 0.28%
483,795
+215,955
129
$4.93M 0.28%
+82,892
130
$4.89M 0.28%
179,240
-167,425
131
$4.8M 0.27%
+92,053
132
$4.69M 0.27%
+45,566
133
$4.66M 0.26%
+239,051
134
$4.65M 0.26%
90,920
-12,425
135
$4.65M 0.26%
91,219
+3,795
136
$4.59M 0.26%
+55,694
137
$4.54M 0.26%
267,855
+700
138
$4.49M 0.25%
+1,434,786
139
$4.47M 0.25%
225,795
-925
140
$4.46M 0.25%
262,590
+675
141
$4.46M 0.25%
60,610
-8,700
142
$4.41M 0.25%
202,535
+500
143
$4.38M 0.25%
+471,020
144
$4.3M 0.24%
+90,540
145
$4.21M 0.24%
166,850
+475
146
$4.2M 0.24%
190,244
-1,925
147
$4.17M 0.24%
785,525
+54,210
148
$4.15M 0.24%
+230,523
149
$4.1M 0.23%
+772
150
$4.07M 0.23%
16,395
-5,208
4 5
6
7 8