FPTW

Franklin, Parlapiano, Turner & Welch Portfolio holdings

AUM $396M
1-Year Est. Return 8.16%
This Quarter Est. Return
1 Year Est. Return
+8.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$396M
AUM Growth
+$12.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1 +$631K
2 +$422K
3 +$376K
4
BDX icon
Becton Dickinson
BDX
+$241K
5
CAT icon
Caterpillar
CAT
+$239K

Top Sells

1 +$1.73M
2 +$1.65M
3 +$893K
4
MSFT icon
Microsoft
MSFT
+$732K
5
REZ icon
iShares Residential and Multisector Real Estate ETF
REZ
+$483K

Sector Composition

1 Industrials 9.24%
2 Healthcare 8.89%
3 Technology 7.4%
4 Financials 7.08%
5 Energy 4.42%