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
176
$3.5M 0.19%
131,980
-9,911
177
$3.47M 0.19%
245,440
-1,070
178
$3.4M 0.18%
147,725
-56,615
179
$3.39M 0.18%
300,495
+44,665
180
$3.38M 0.18%
97,245
+35,140
181
$3.38M 0.18%
270,565
+5,355
182
$3.35M 0.18%
74,521
-20,977
183
$3.25M 0.17%
163,255
-207,774
184
$3.21M 0.17%
35,585
+7,660
185
$3.18M 0.17%
150,870
+44,407
186
$3.09M 0.16%
132,465
-560
187
$3.04M 0.16%
150,415
+15,080
188
$3.01M 0.16%
242,415
+30,470
189
$2.96M 0.16%
127,938
-555
190
$2.96M 0.16%
56,400
+10,315
191
$2.8M 0.15%
245,050
-12,110
192
$2.75M 0.15%
180,035
+23,405
193
$2.68M 0.14%
221,805
-1,070
194
$2.54M 0.14%
35,795
-100
195
$2.51M 0.13%
94,795
-460
196
$2.46M 0.13%
121,880
+14,120
197
$2.28M 0.12%
104,955
-53,706
198
$2.25M 0.12%
82,470
-310
199
$2.1M 0.11%
+240,573
200
$2.03M 0.11%
52,940
-240
6 7
8
9 10