Holdings of ATWOOD & PALMER INC
· Original filing · Compare with another fund · Report an error
- Net assets
- -
- Positions
- 479 in 9 countries
- Top ten
- 35.4 % of the equity sleeve
- Filed on
- Mar 31, 2026
Portfolio shape
Positions
Sector breakdown
- Technology 16.8 %
- Health care 14.2 %
- Financials 8.9 %
- Industrials 8.3 %
- Consumer discretionary 6.5 %
- Funds 5.8 %
- Communication 4.8 %
- Consumer staples 2.9 %
- Energy 0.2 %
- Utilities 0.1 %
- Real estate 0.1 %
- Unattributed 31.2 %
Titelia assigns each company to a sector, one by one. The unassigned share stays visible, under "Unattributed".
Currency breakdown
- USD 100.0 %
Each line is counted in its quoted currency, as the fund declares it.
Country breakdown
- United States 98.7 %
- Finland 1.2 %
- United Kingdom 0.0 %
- Netherlands 0.0 %
- Denmark 0.0 %
- Belgium 0.0 %
- Brazil 0.0 %
- Cayman Islands 0.0 %
- Ireland 0.0 %
Shares are computed on the fund's equities only.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | United States | 470 | 1.6B $ | 98.74 % |
| 2 | Finland | 1 | 19.8M $ | 1.24 % |
| 3 | United Kingdom | 2 | 130.6K $ | 0.01 % |
| 4 | Netherlands | 1 | 37K $ | 0.00 % |
| 5 | Denmark | 1 | 17.9K $ | 0.00 % |
| 6 | Belgium | 1 | 13.9K $ | 0.00 % |
| 7 | Brazil | 1 | 6.8K $ | 0.00 % |
| 8 | Cayman Islands | 1 | 1.1K $ | 0.00 % |
| 9 | Ireland | 1 | 11 $ | 0.00 % |
Cite this page
Titelia. "Holdings of ATWOOD & PALMER INC". https://titelia.com/en/funds/US13F1044929