LRPA
L. Roy Papp & Associates Portfolio holdings
AUM
$842M
1-Year Return
10.44%
This Quarter Return
+0.17%
1 Year Return
+10.44%
3 Year Return
+54.43%
5 Year Return
+97.01%
10 Year Return
+279.71%
AUM
$523M
AUM Growth
+$17M
(+3.4%)
Cap. Flow
+$20.3M
Cap. Flow
% of AUM
3.89%
Top 10 Holdings %
Top 10 Hldgs %
38.72%
Holding
161
New
13
Increased
70
Reduced
38
Closed
5
Top Buys
| 1 |
3M
MMM
|
$1.6M |
| 2 |
Automatic Data Processing
ADP
|
$1.27M |
| 3 |
Sherwin-Williams
SHW
|
$1.25M |
| 4 |
Waste Connections
WCN
|
$1.2M |
| 5 |
Microsoft
MSFT
|
$1.13M |
Top Sells
| 1 |
O'Reilly Automotive
ORLY
|
$552K |
| 2 |
Schwab US Broad Market ETF
SCHB
|
$534K |
| 3 |
Exxon Mobil
XOM
|
$460K |
| 4 |
IDEX
IEX
|
$456K |
| 5 |
Intel
INTC
|
$403K |
Sector Composition
| 1 | Technology | 20.32% |
| 2 | Financials | 17.53% |
| 3 | Industrials | 15.69% |
| 4 | Healthcare | 10.6% |
| 5 | Consumer Staples | 7.72% |
