LRPA
L. Roy Papp & Associates Portfolio holdings
AUM
$842M
1-Year Return
10.44%
This Quarter Return
-17.16%
1 Year Return
+10.44%
3 Year Return
+54.43%
5 Year Return
+97.01%
10 Year Return
+279.71%
AUM
$547M
AUM Growth
-$147M
(-21%)
Cap. Flow
-$16.5M
Cap. Flow
% of AUM
-3.01%
Top 10 Holdings %
Top 10 Hldgs %
39.24%
Holding
177
New
1
Increased
41
Reduced
78
Closed
26
Top Buys
| 1 |
Stryker
SYK
|
$1.16M |
| 2 |
Intuit
INTU
|
$1.01M |
| 3 |
Home Depot
HD
|
$849K |
| 4 |
Boeing
BA
|
$782K |
| 5 |
O'Reilly Automotive
ORLY
|
$662K |
Top Sells
| 1 |
Adobe
ADBE
|
$2.11M |
| 2 |
Clorox
CLX
|
$1.34M |
| 3 |
Apple
AAPL
|
$1.27M |
| 4 |
Microsoft
MSFT
|
$942K |
| 5 |
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% |
