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
201
$3.03M 0.17%
167,815
+20,560
202
$3.02M 0.17%
163,195
+13,290
203
$3M 0.17%
610,925
+1,775
204
$2.99M 0.17%
+245,874
205
$2.98M 0.17%
470,960
+1,375
206
$2.97M 0.17%
81,465
-240,699
207
$2.92M 0.17%
163,597
+136,402
208
$2.92M 0.17%
+362,855
209
$2.92M 0.17%
146,505
+375
210
$2.91M 0.17%
260,820
+844
211
$2.91M 0.17%
208,925
+625
212
$2.91M 0.16%
109,820
+16,925
213
$2.86M 0.16%
262,375
+825
214
$2.84M 0.16%
+122,240
215
$2.84M 0.16%
263,925
+850
216
$2.84M 0.16%
+333,585
217
$2.81M 0.16%
29,317
-4,855
218
$2.8M 0.16%
25,279
-3,786
219
$2.8M 0.16%
32,263
-5,015
220
$2.79M 0.16%
+138,428
221
$2.78M 0.16%
443,895
-226,342
222
$2.77M 0.16%
64,125
+150
223
$2.77M 0.16%
73,137
+225
224
$2.76M 0.16%
40,670
-6,390
225
$2.75M 0.16%
273,635
-5,055
7 8
9
10 11