LRPA

L. Roy Papp & Associates Portfolio holdings

AUM $890M
1-Year Est. Return 12.79%
This Quarter Est. Return
1 Year Est. Return
+12.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$547M
AUM Growth
-$147M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1
+$1.16M
2
+$1.01M
3
+$849K
4
BA icon
Boeing
BA
+$782K
5
ORLY icon
O'Reilly Automotive
ORLY
+$662K

Top Sells

1
+$2.11M
2
+$1.34M
3
+$1.27M
4
MSFT icon
Microsoft
MSFT
+$942K
5
CNI icon
Canadian National Railway
CNI
+$859K

Sector Composition

1 Technology 21.89%
2 Financials 14.59%
3 Healthcare 13.03%
4 Industrials 12.54%
5 Consumer Staples 7.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$15K ﹤0.01%
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