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
126
$6.97M 0.28%
212,330
-4,300
127
$6.92M 0.28%
+132,408
128
$6.83M 0.27%
94,940
+475
129
$6.79M 0.27%
+325,615
130
$6.77M 0.27%
122,888
+10,118
131
$6.69M 0.27%
186,435
-29,220
132
$6.67M 0.27%
132,040
-2,325
133
$6.64M 0.27%
295,195
+1,450
134
$6.61M 0.27%
123,029
+10,143
135
$6.58M 0.26%
287,755
-51,074
136
$6.56M 0.26%
273,520
-7,025
137
$6.52M 0.26%
482,846
+39,759
138
$6.45M 0.26%
303,305
+26,475
139
$6.41M 0.26%
182,114
+15,002
140
$6.35M 0.25%
148,546
+52,130
141
$6.28M 0.25%
428,924
+114,254
142
$6.17M 0.25%
319,424
-29,960
143
$6.17M 0.25%
212,730
-3,425
144
$6.16M 0.25%
491,715
-9,050
145
$6.08M 0.24%
230,865
-3,650
146
$6.08M 0.24%
53,245
+4,359
147
$6.01M 0.24%
220,752
+21,206
148
$5.96M 0.24%
637,620
+50,250
149
$5.92M 0.24%
165,267
+13,633
150
$5.85M 0.23%
188,755
+13,000
4 5
6
7 8