LRPA
L. Roy Papp & Associates Portfolio holdings
AUM
$842M
1-Year Return
10.44%
This Quarter Return
+6.58%
1 Year Return
+10.44%
3 Year Return
+54.43%
5 Year Return
+97.01%
10 Year Return
+279.71%
AUM
$740M
AUM Growth
+$27.7M
(+3.9%)
Cap. Flow
-$9.72M
Cap. Flow
% of AUM
-1.31%
Top 10 Holdings %
Top 10 Hldgs %
38.72%
Holding
170
New
4
Increased
30
Reduced
66
Closed
2
Top Buys
| 1 |
Expeditors International
EXPD
|
$1.62M |
| 2 |
T Rowe Price
TROW
|
$1.27M |
| 3 |
PXD
Pioneer Natural Resource Co.
PXD
|
$972K |
| 4 |
Marvell Technology
MRVL
|
$775K |
| 5 |
Home Depot
HD
|
$658K |
Top Sells
| 1 |
Walt Disney
DIS
|
$2.87M |
| 2 |
3M
MMM
|
$2.55M |
| 3 |
O'Reilly Automotive
ORLY
|
$1.64M |
| 4 |
Canadian National Railway
CNI
|
$1.38M |
| 5 |
Apple
AAPL
|
$951K |
Sector Composition
| 1 | Technology | 24.61% |
| 2 | Healthcare | 14.57% |
| 3 | Financials | 12.67% |
| 4 | Industrials | 11.79% |
| 5 | Consumer Discretionary | 8.25% |
