LRPA
L. Roy Papp & Associates Portfolio holdings
AUM
$842M
This Quarter Return
+1.83%
1 Year Return
+10.44%
3 Year Return
+54.43%
5 Year Return
+97.01%
10 Year Return
+279.71%
AUM
$456M
AUM Growth
+$456M
(-0.34%)
Cap. Flow
+$4.86M
Cap. Flow
% of AUM
1.07%
Top 10 Holdings %
Top 10 Hldgs %
37.17%
Holding
146
New
2
Increased
36
Reduced
66
Closed
2
Top Buys
| 1 |
Visa
V
|
$10.9M |
| 2 |
Federated Hermes
FHI
|
$3.51M |
| 3 |
Polaris
PII
|
$958K |
| 4 |
Thermo Fisher Scientific
TMO
|
$781K |
| 5 |
Apple
AAPL
|
$497K |
Top Sells
| 1 |
SPDR S&P Biotech ETF
XBI
|
$4.78M |
| 2 |
Emerson Electric
EMR
|
$2.78M |
| 3 |
SIAL
SIGMA - ALDRICH CORP
SIAL
|
$962K |
| 4 |
O'Reilly Automotive
ORLY
|
$962K |
| 5 |
PETM
PETSMART INC
PETM
|
$932K |
Sector Composition
| 1 | Financials | 19.34% |
| 2 | Industrials | 17% |
| 3 | Technology | 15.93% |
| 4 | Consumer Staples | 9.54% |
| 5 | Healthcare | 7.64% |
