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
$1.66B
AUM Growth
+$54.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
320
New
Increased
Reduced
Closed

Top Buys

1
+$15.2M
2
+$7.83M
3
+$6.92M
4
AES icon
AES
AES
+$6.78M
5
OSK icon
Oshkosh
OSK
+$6.32M

Top Sells

1
+$13M
2
+$8M
3
+$7.74M
4
DUK icon
Duke Energy
DUK
+$7.14M
5
JNJ icon
Johnson & Johnson
JNJ
+$6.22M

Sector Composition

1 Financials 21.65%
2 Industrials 14.89%
3 Healthcare 10.71%
4 Energy 9.85%
5 Technology 8.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$3.27M 0.2%
133,025
-2,400
177
$3.21M 0.19%
138,110
-3,135
178
$3.19M 0.19%
158,661
+12,815
179
$3.05M 0.18%
135,335
-2,450
180
$3.03M 0.18%
727,645
-13,070
181
$3.02M 0.18%
+46,085
182
$2.92M 0.18%
236,400
+31,490
183
$2.83M 0.17%
264,510
-4,815
184
$2.8M 0.17%
382,607
-6,884
185
$2.8M 0.17%
95,255
-1,755
186
$2.8M 0.17%
95,498
-48,879
187
$2.75M 0.17%
265,210
-4,775
188
$2.7M 0.16%
257,160
+425
189
$2.65M 0.16%
156,630
-2,845
190
$2.64M 0.16%
583,345
+146,449
191
$2.62M 0.16%
255,830
+206,580
192
$2.61M 0.16%
106,463
+32,968
193
$2.6M 0.16%
129,380
-2,370
194
$2.59M 0.16%
211,945
-3,795
195
$2.57M 0.15%
176,645
+82,440
196
$2.54M 0.15%
227,070
-8,749
197
$2.51M 0.15%
128,493
-2,435
198
$2.47M 0.15%
107,760
+22,120
199
$2.31M 0.14%
162,670
-2,915
200
$2.29M 0.14%
53,180
-960
6 7
8
9 10