Asset Manager
← All Institutions
ATWOOD & PALMER INC
4520 MADISON AVE SUITE 200, KANSAS CITY, MO 64111 • 8169312266
Market Value
$1.8B
+0.7%
Holdings
558
+61
New Purchases
78
Added To
101
Closed
33
Reduced
95
Top 10 Concentration
31.8%
Turnover
19.9%
Top Buys (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| NOK | 1.12% | 0.00% | +1.12% | $20M |
| BABA | 0.71% | 0.00% | +0.71% | $13M |
| GNRC | 1.75% | 1.22% | +0.53% | $31M |
| LMT | 2.32% | 1.87% | +0.45% | $41M |
| UTHR | 2.09% | 1.76% | +0.33% | $37M |
| GILD | 2.73% | 2.44% | +0.29% | $48M |
| TPYP | 1.59% | 1.33% | +0.26% | $28M |
| IVSS | 0.18% | 0.00% | +0.18% | $3M |
| LHX | 1.24% | 1.07% | +0.17% | $22M |
| AVEM | 3.05% | 2.91% | +0.14% | $54M |
| GRMN | 1.22% | 1.07% | +0.14% | $22M |
| ON | 1.07% | 0.93% | +0.14% | $19M |
| AVDE | 3.67% | 3.54% | +0.13% | $65M |
| AVIV | 2.11% | 1.98% | +0.13% | $37M |
| WMT | 1.82% | 1.69% | +0.13% | $32M |
Top Sells (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| DKNG | 0.01% | 1.06% | -1.06% | $99K |
| PLTR | 3.61% | 4.49% | -0.88% | $64M |
| GOOG | 3.88% | 4.34% | -0.46% | $69M |
| LDOS | 2.26% | 2.66% | -0.41% | $40M |
| URI | 2.41% | 2.69% | -0.28% | $43M |
| TMO | 1.51% | 1.78% | -0.28% | $27M |
| MA | 1.70% | 1.94% | -0.24% | $30M |
| AMP | 1.94% | 2.15% | -0.21% | $34M |
| MELI | 1.79% | 1.97% | -0.18% | $32M |
| ABBV | 2.38% | 2.52% | -0.14% | $42M |
| CDW | 1.09% | 1.22% | -0.14% | $19M |
| AAPL | 1.82% | 1.94% | -0.12% | $32M |
| HLI | 0.59% | 0.69% | -0.11% | $10M |
| NVDA | 1.49% | 1.59% | -0.11% | $26M |
| DHI | 1.84% | 1.95% | -0.10% | $33M |
Sector Allocation Over Time
Industry Breakdown
| Industry | Weight |
|---|---|
| Financial Services | 47.7% |
| Technology | 17.5% |
| Healthcare | 12.8% |
| Industrials | 8.5% |
| Consumer Cyclical | 5.9% |
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 67 | $434M | 24.5% |
| Large Cap | 352 | $940M | 53.0% |
| Mid Cap | 79 | $75M | 4.2% |
| Small Cap | 43 | $238M | 13.4% |
| Micro Cap | 17 | $85M | 4.8% |
Portfolio Analytics
Avg Market Cap
$142.6B
Median Market Cap
$37.5B
Avg P/E
35.6
Median P/E
24.0
Avg Dividend Yield
0.02%
Avg Beta
0.99
# Stocks
410
# ETFs / Funds
148
Top Holdings (558 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | GOOG | 3.88% | 239,876 | $69M | $286.86 | -$8M | -3,698 | -1.5% | |
| 2 | AVDE | 3.67% | 767,452 | $65M | $84.84 | $3M | +10,440 | +1.4% | |
| 3 | PLTR | 3.61% | 437,524 | $64M | $146.28 | -$15M | -7,089 | -1.6% | |
| 4 | JEMB | 3.40% | 1,147,399 | $60M | $52.46 | $1M | +44,816 | +4.1% | |
| 5 | SHY | 3.34% | 717,219 | $59M | $82.57 | $2M | +22,248 | +3.2% | |
| 6 | JAAA | 3.27% | 1,149,903 | $58M | $50.37 | $2M | +43,395 | +3.9% | |
| 7 | AVEM | 3.05% | 671,428 | $54M | $80.58 | $3M | +7,005 | +1.1% | |
| 8 | GILD | 2.73% | 347,439 | $48M | $139.37 | $5M | -2,396 | -0.7% | |
| 9 | URI | 2.41% | 58,565 | $43M | $728.56 | -$5M | +169 | +0.3% | |
| 10 | ABBV | 2.38% | 194,148 | $42M | $217.49 | -$2M | -228 | -0.1% | |
| 11 | PSQO | 2.34% | 2,019,239 | $41M | $20.52 | $2M | +118,143 | +6.2% | |
| 12 | LMT | 2.32% | 67,977 | $41M | $604.39 | $8M | — | — | |
| 13 | LDOS | 2.26% | 257,074 | $40M | $155.52 | -$7M | -2,824 | -1.1% | |
| 14 | CSCO | 2.25% | 514,385 | $40M | $77.59 | -$281K | -7,393 | -1.4% | |
| 15 | BBBI | 2.24% | 770,820 | $40M | $51.43 | $506K | +18,755 | +2.5% | |
| 16 | FITB | 2.20% | 837,279 | $39M | $46.46 | -$604K | -6,649 | -0.8% | |
| 17 | AVIV | 2.11% | 499,116 | $37M | $74.83 | $3M | +10,931 | +2.2% | |
| 18 | UTHR | 2.09% | 62,436 | $37M | $592.98 | $6M | -1,096 | -1.7% | |
| 19 | JSI | 2.03% | 699,263 | $36M | $51.55 | $433K | +15,174 | +2.2% | |
| 20 | AMP | 1.94% | 77,345 | $34M | $444.40 | -$3M | +283 | +0.4% | |
| 21 | DHI | 1.84% | 238,240 | $33M | $137.22 | -$2M | +369 | +0.2% | |
| 22 | AAPL | 1.82% | 127,381 | $32M | $253.79 | -$2M | +1,815 | +1.4% | |
| 23 | WMT | 1.82% | 259,489 | $32M | $124.28 | $3M | -7,472 | -2.8% | |
| 24 | REGN | 1.82% | 41,702 | $32M | $772.63 | -$57K | -115 | -0.3% | |
| 25 | MELI | 1.79% | 18,375 | $32M | $1,729.02 | -$3M | +1,131 | +6.6% | |
| 26 | GNRC | 1.75% | 158,703 | $31M | $195.33 | $9M | +795 | +0.5% | |
| 27 | MA | 1.70% | 60,415 | $30M | $499.66 | -$4M | +590 | +1.0% | |
| 28 | TPYP | 1.59% | 667,141 | $28M | $42.36 | $5M | +2,491 | +0.4% | |
| 29 | GS | 1.59% | 33,362 | $28M | $845.99 | -$781K | +364 | +1.1% | |
| 30 | AVDV | 1.54% | 272,527 | $27M | $99.86 | $2M | +7,492 | +2.8% | |
| 31 | TMO | 1.51% | 54,303 | $27M | $491.53 | -$5M | +126 | +0.2% | |
| 32 | NVDA | 1.49% | 150,951 | $26M | $174.40 | -$2M | +772 | +0.5% | |
| 33 | VRTX | 1.41% | 55,753 | $25M | $446.54 | -$217K | +361 | +0.7% | |
| 34 | LHX | 1.24% | 63,667 | $22M | $345.15 | $3M | -301 | -0.5% | |
| 35 | GRMN | 1.22% | 92,844 | $22M | $232.01 | $3M | -186 | -0.2% | |
| 36 | IBTI | 1.19% | 943,410 | $21M | $22.28 | $355K | +19,318 | +2.1% | |
| 37 | IBTJ | 1.16% | 944,974 | $21M | $21.84 | $289K | +17,579 | +1.9% | |
| 38 | XBB | 1.15% | 500,015 | $20M | $40.69 | $338K | +13,740 | +2.8% | |
| 39 | NOK | 1.12% | 2,460,760 | $20M | $8.04 | — | +2,460,760 | — | NEW |
| 40 | SHYG | 1.09% | 457,730 | $19M | $42.31 | $78K | +7,802 | +1.7% | |
| 41 | CDW | 1.09% | 159,131 | $19M | $121.02 | -$2M | +994 | +0.6% | |
| 42 | ON | 1.07% | 306,776 | $19M | $61.92 | $3M | +3,080 | +1.0% | |
| 43 | IGSB | 1.06% | 357,227 | $19M | $52.56 | $325K | +8,307 | +2.4% | |
| 44 | LOW | 0.94% | 70,190 | $17M | $236.28 | -$227K | +480 | +0.7% | |
| 45 | UBER | 0.74% | 181,991 | $13M | $71.93 | -$1M | +4,301 | +2.4% | |
| 46 | BABA | 0.71% | 100,467 | $13M | $125.46 | $13M | +100,268 | +50385.9% | |
| 47 | GSIE | 0.63% | 260,166 | $11M | $43.13 | -$357K | -9,455 | -3.5% | |
| 48 | IMTM | 0.62% | 228,717 | $11M | $48.02 | -$340K | -7,325 | -3.1% | |
| 49 | HLI | 0.59% | 72,270 | $10M | $143.62 | -$2M | +2,310 | +3.3% | |
| 50 | VSLU | 0.48% | 204,495 | $9M | $41.81 | -$859K | -8,094 | -3.8% | |
| 51 | GOOGL | 0.40% | 24,556 | $7M | $287.56 | -$586K | +124 | +0.5% | |
| 52 | RSP | 0.38% | 35,223 | $7M | $191.92 | -$1M | -7,052 | -16.7% | |
| 53 | CBC | 0.38% | 282,050 | $7M | $23.95 | -$362K | -13,000 | -4.4% | |
| 54 | JKHY | 0.36% | 40,336 | $6M | $158.04 | -$1M | -295 | -0.7% | |
| 55 | JNJ | 0.34% | 24,665 | $6M | $244.44 | $829K | -463 | -1.8% | |
| 56 | HD | 0.33% | 17,732 | $6M | $328.90 | -$308K | -112 | -0.6% | |
| 57 | FV | 0.28% | 80,737 | $5M | $60.44 | -$909K | -11,262 | -12.2% | |
| 58 | GBIL | 0.22% | 38,925 | $4M | $100.19 | $523K | +5,133 | +15.2% | |
| 59 | KMB | 0.22% | 40,166 | $4M | $96.47 | -$329K | -1,500 | -3.6% | |
| 60 | CBSH | 0.20% | 71,788 | $4M | $49.20 | -$251K | -491 | -0.7% | |
| 61 | BDX | 0.19% | 21,131 | $3M | $157.23 | -$1M | -1,416 | -6.3% | |
| 62 | IVSS | 0.18% | 123,235 | $3M | $25.95 | — | +123,235 | — | NEW |
| 63 | PG | 0.17% | 20,438 | $3M | $144.44 | $5K | -125 | -0.6% | |
| 64 | XOM | 0.16% | 16,782 | $3M | $169.66 | $834K | +53 | +0.3% | |
| 65 | JPM | 0.15% | 8,851 | $3M | $294.17 | -$244K | +14 | +0.2% | |
| 66 | RTX | 0.15% | 13,343 | $3M | $192.89 | $108K | -100 | -0.7% | |
| 67 | CL | 0.13% | 26,200 | $2M | $85.23 | $163K | — | — | |
| 68 | PEP | 0.12% | 13,312 | $2M | $155.29 | $117K | -274 | -2.0% | |
| 69 | PH | 0.11% | 2,255 | $2M | $895.24 | $41K | +5 | +0.2% | |
| 70 | MSFT | 0.11% | 5,442 | $2M | $370.17 | -$260K | +740 | +15.7% | |
| 71 | AMGN | 0.11% | 5,647 | $2M | $351.85 | -$50K | -577 | -9.3% | |
| 72 | GEM | 0.11% | 44,941 | $2M | $43.20 | -$2K | -1,760 | -3.8% | |
| 73 | AMZN | 0.11% | 9,157 | $2M | $208.27 | -$211K | -20 | -0.2% | |
| 74 | BRK-B | 0.10% | 3,864 | $2M | $479.20 | -$161K | -140 | -3.5% | |
| 75 | CAT | 0.10% | 2,567 | $2M | $708.46 | $349K | +2 | +0.1% | |
| 76 | IBTK | 0.10% | 90,295 | $2M | $19.72 | -$25K | -700 | -0.8% | |
| 77 | IEI | 0.09% | 13,900 | $2M | $118.60 | -$311K | -2,519 | -15.3% | |
| 78 | SPY | 0.09% | 2,517 | $2M | $650.37 | -$199K | -175 | -6.5% | |
| 79 | LMBS | 0.08% | 29,675 | $1M | $49.81 | -$63K | -1,150 | -3.7% | |
| 80 | COST | 0.08% | 1,390 | $1M | $996.43 | $186K | — | — | |
| 81 | UMBF | 0.07% | 10,729 | $1M | $112.79 | -$24K | — | — | |
| 82 | PAYX | 0.07% | 12,887 | $1M | $92.12 | -$259K | — | — | |
| 83 | HTH | 0.07% | 33,100 | $1M | $35.82 | $62K | — | — | |
| 84 | ITOT | 0.07% | 8,137 | $1M | $142.43 | -$49K | +10 | +0.1% | |
| 85 | IVV | 0.06% | 1,725 | $1M | $653.35 | -$89K | -50 | -2.8% | |
| 86 | CVX | 0.06% | 5,084 | $1M | $206.90 | $274K | -19 | -0.4% | |
| 87 | HIW | 0.06% | 48,007 | $1M | $21.41 | -$212K | — | — | |
| 88 | IBM | 0.06% | 4,204 | $1M | $242.39 | -$225K | +4 | +0.1% | |
| 89 | JMBS | 0.06% | 22,550 | $1M | $45.18 | -$15K | -75 | -0.3% | |
| 90 | DE | 0.06% | 1,770 | $997K | $563.30 | $174K | +2 | +0.1% | |
| 91 | MCD | 0.06% | 3,188 | $991K | $310.79 | $16K | — | — | |
| 92 | IRM | 0.05% | 9,476 | $968K | $102.14 | $183K | +12 | +0.1% | |
| 93 | PNC | 0.05% | 4,558 | $948K | $208.09 | -$412 | +12 | +0.3% | |
| 94 | AVGO | 0.05% | 3,040 | $941K | $309.51 | -$97K | +40 | +1.3% | |
| 95 | IWF | 0.05% | 2,092 | $892K | $426.40 | -$98K | — | — | |
| 96 | NEE | 0.05% | 9,516 | $884K | $92.88 | $112K | -100 | -1.0% | |
| 97 | GHYB | 0.05% | 18,910 | $843K | $44.57 | -$25K | -242 | -1.3% | |
| 98 | KO | 0.05% | 11,066 | $842K | $76.05 | $43K | -350 | -3.1% | |
| 99 | WAT | 0.05% | 2,807 | $836K | $297.80 | — | +2,807 | — | NEW |
| 100 | MGK | 0.05% | 2,201 | $809K | $367.49 | — | +2,201 | — | NEW |