LRPA
L. Roy Papp & Associates Portfolio holdings
AUM
$842M
1-Year Return
10.44%
This Quarter Return
+5.3%
1 Year Return
+10.44%
3 Year Return
+54.43%
5 Year Return
+97.01%
10 Year Return
+279.71%
AUM
$842M
AUM Growth
+$26.7M
(+3.3%)
Cap. Flow
-$358K
Cap. Flow
% of AUM
-0.04%
Top 10 Holdings %
Top 10 Hldgs %
42.12%
Holding
181
New
7
Increased
73
Reduced
48
Closed
1
Top Buys
| 1 |
Fiserv
FI
|
$1.24M |
| 2 |
Ametek
AME
|
$935K |
| 3 |
Rockwell Automation
ROK
|
$857K |
| 4 |
ResMed
RMD
|
$823K |
| 5 |
Marvell Technology
MRVL
|
$730K |
Top Sells
| 1 |
T Rowe Price
TROW
|
$3.86M |
| 2 |
Becton Dickinson
BDX
|
$2.88M |
| 3 |
Nike
NKE
|
$1.17M |
| 4 |
O'Reilly Automotive
ORLY
|
$725K |
| 5 |
Costco
COST
|
$718K |
Sector Composition
| 1 | Technology | 26.05% |
| 2 | Financials | 15.26% |
| 3 | Healthcare | 10.83% |
| 4 | Industrials | 9.9% |
| 5 | Consumer Discretionary | 7.98% |
