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
126
$5.12M 0.27%
54,195
-2,100
127
$5.1M 0.27%
102,307
+96,727
128
$4.98M 0.27%
74,113
-29,542
129
$4.96M 0.26%
21,040
+2,198
130
$4.87M 0.26%
30,525
+2,306
131
$4.84M 0.26%
318,525
-11,145
132
$4.82M 0.26%
160,735
-4,895
133
$4.81M 0.26%
39,107
+4,526
134
$4.77M 0.25%
264,000
-1,134
135
$4.75M 0.25%
331,731
+155,086
136
$4.65M 0.25%
138,520
-10,434
137
$4.57M 0.24%
251,155
-127,149
138
$4.42M 0.24%
125,200
-440
139
$4.42M 0.24%
119,160
+2,399
140
$4.42M 0.24%
120,206
+12,708
141
$4.4M 0.23%
42,233
+4,576
142
$4.36M 0.23%
469,512
+49,626
143
$4.35M 0.23%
139,630
+14,121
144
$4.35M 0.23%
86,725
-340
145
$4.33M 0.23%
209,056
+28,153
146
$4.3M 0.23%
191,905
+62,525
147
$4.29M 0.23%
+94,452
148
$4.29M 0.23%
210,111
+22,368
149
$4.27M 0.23%
197,225
+39,755
150
$4.26M 0.23%
+27,139
4 5
6
7 8