FPTW

Franklin, Parlapiano, Turner & Welch Portfolio holdings

AUM $383M
1-Year Est. Return 11.01%
This Quarter Est. Return
1 Year Est. Return
+11.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$387M
AUM Growth
+$26.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1 +$368K
2 +$305K
3 +$222K
4
BDX icon
Becton Dickinson
BDX
+$216K
5
GE icon
GE Aerospace
GE
+$212K

Top Sells

1 +$974K
2 +$524K
3 +$360K
4
REZ icon
iShares Residential and Multisector Real Estate ETF
REZ
+$334K
5
HUBB icon
Hubbell
HUBB
+$208K

Sector Composition

1 Industrials 11.47%
2 Healthcare 8.51%
3 Technology 7.05%
4 Financials 4.99%
5 Energy 4.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$222K 0.06%
+387
52
$212K 0.05%
+1,124
53
$211K 0.05%
+3,393