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Latest ATWOOD & PALMER INC Stock Portfolio

$1.32Billion– No. of Holdings #414

Performance:
2024 Q1: 5.2%YTD: 5.2%2023: 7.62%

Performance for 2024 Q1 is 5.2%, and YTD is 5.2%, and 2023 is 7.62%.

About ATWOOD & PALMER INC and it’s 13F Hedge Fund Stock Holdings

ATWOOD & PALMER INC is a hedge fund based in KANSAS CITY, MO. On 14-Apr-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $1.2 Billions. In it's latest 13F Holdings report, ATWOOD & PALMER INC reported an equity portfolio of $1.3 Billions as of 31 Mar, 2024.

The top stock holdings of ATWOOD & PALMER INC are REGN, URI, JAAA. The fund has invested 3.2% of it's portfolio in REGENERON PHARMACEUTICALS and 3.1% of portfolio in UNITED RENTALS INC.

The fund managers got completely rid off VANGUARD INDEX FDS (VOO), VANGUARD TAX-MANAGED FDS (VEA) and ISHARES TR (AAXJ) stocks. They significantly reduced their stock positions in BIOGEN INC (BIIB), APTIV PLC (APTV) and STRYKER CORPORATION (SYK). ATWOOD & PALMER INC opened new stock positions in INVESCO EXCH TRADED FD TR II (BAB), ISHARES TR (AAXJ) and VANECK ETF TRUST (AFK). The fund showed a lot of confidence in some stocks as they added substantially to PHILLIPS 66 (PSX), FIRST TR EXCHANGE-TRADED FD (FCVT) and JANUS DETROIT STR TR (JAAA).
Equity Portfolio Value
Last Reported on: 10 Apr, 2024

Performance Estimate

Our best estimate is that ATWOOD & PALMER INC made a return of 5.2% in the last quarter. In trailing 12 months, it's portfolio return was 10.87%.

New Buys

Ticker$ Bought
invesco exch traded fd tr ii212,774
ishares tr105,554
vaneck etf trust26,561
applied matls inc15,468
john hancock exchange traded12,395
taiwan semiconductor mfg ltd11,157
republic svcs inc9,190
truist finl corp8,771

New stocks bought by ATWOOD & PALMER INC

Additions

Ticker% Inc.
phillips 666,300
first tr exchange-traded fd2,025
janus detroit str tr1,689
boston scientific corp342
ishares tr218
accenture plc ireland214
marsh & mclennan cos inc179
ingersoll rand inc170

Additions to existing portfolio by ATWOOD & PALMER INC

Reductions

Ticker% Reduced
biogen inc-99.98
aptiv plc-99.77
stryker corporation-92.86
the cigna group-87.69
3m co-84.21
verizon communications inc-84.17
consolidated edison inc-83.8
invesco actively managed etf-76.08

ATWOOD & PALMER INC reduced stake in above stock

Sold off

Ticker$ Sold
first tr exchange-traded fd-123,120
evolution pete corp-29,050
vanguard tax-managed fds-177,039
ishares tr-159,970
vanguard index fds-325,910
veradigm inc-20,194
ameren corp-86,808
ishares inc-40,110

ATWOOD & PALMER INC got rid off the above stocks

Sector Distribution

ATWOOD & PALMER INC has about 36.8% of it's holdings in Others sector.

Sector%
Others36.8
Healthcare16.3
Technology15.1
Financial Services10.2
Industrials8.7
Consumer Cyclical6.6
Communication Services3.1
Consumer Defensive2.6

Market Cap. Distribution

ATWOOD & PALMER INC has about 61.2% of it's portfolio invested in the large-cap and mega-cap stocks.

Category%
LARGE-CAP45.3
UNALLOCATED36.8
MEGA-CAP15.9
MID-CAP1.9

Stocks belong to which Index?

About 0% of the stocks held by ATWOOD & PALMER INC either belong to S&P 500 or RUSSELL 2000 index.

Index%
Others100
Top 5 Winners (%)%
EVTV
envirotech vehicles inc
98.5 %
NVDA
nvidia corporation
79.5 %
STIM
neuronetics inc
64.1 %
INO
inovio pharmaceuticals inc
60.4 %
CEG
constellation energy corp
58.1 %
Top 5 Winners ($)$
URI
united rentals inc
10.1 M
PLTR
palantir technologies inc
7.1 M
ABBV
abbvie inc
5.1 M
AMP
ameriprise finl inc
5.0 M
DKNG
draftkings inc new
4.9 M
Top 5 Losers (%)%
AGG
ishares tr
-52.8 %
NUTX
nutex health inc
-46.7 %
ODFL
old dominion freight line in
-46.1 %
WKHS
workhorse group inc
-33.3 %
DDD
3-d sys corp del
-30.2 %
Top 5 Losers ($)$
ON
on semiconductor corp
-3.3 M
AAPL
apple inc
-2.7 M
GILD
gilead sciences inc
-2.6 M
APTV
aptiv plc
-1.7 M
BIIB
biogen inc
-1.5 M

Current Stock Holdings of ATWOOD & PALMER INC

ATWOOD & PALMER INC has 414 stocks in it's portfolio. About 29.2% of the portfolio is in top 10 stocks. ON proved to be the most loss making stock for the portfolio. URI was the most profitable stock for ATWOOD & PALMER INC last quarter.

Last Reported on: 10 Apr, 2024
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions