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Teresa Burch

@Atwood & Palmer Inc

Latest period2024 - Q4ReportedManaged Assets$1.459BTotal holdings469
Assets growth rate-0.79%Assets growth rate (2-Q avg)5.33%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Atwood & Palmer Inc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 469 positions.

Assets under management

The assets under management (AUM) of Atwood & Palmer Inc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 1.459B in assets, with a quarterly growth rate of -0.79% and a 2-quarter average growth rate of 5.33%. The portfolio is managed by Teresa Burch, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
PLTRPalantir Technologies Inc
Recent Activity
Decreased -8.63%
6.05%
$88.18M
1.166M shares@ $75.64 avg price
GOOGAlphabet Inc
Recent Activity
Increased 0.01%
3.22%
$46.872M
246,124 shares@ $190.45 avg price
JAAAJanus Detroit Str Tr
Recent Activity
Increased 6.46%
3.08%
$44.853M
884,506 shares@ $50.72 avg price
SHYIshares Tr
Recent Activity
Increased 6.98%
3.05%
$44.403M
541,631 shares@ $81.99 avg price
AVDEAmerican Centy Etf Tr
Recent Activity
Increased 6.3%
2.91%
$42.372M
690,441 shares@ $61.38 avg price
AMPAmeriprise Finl Inc
Recent Activity
Decreased -0.2%
2.9%
$42.244M
79,342 shares@ $532.43 avg price
URIUnited Rentals Inc
Recent Activity
Increased 0.46%
2.79%
$40.602M
57,637 shares@ $704.45 avg price
FITBFifth Third Bancorp
Recent Activity
Increased 0.2%
2.55%
$37.109M
877,694 shares@ $42.28 avg price
LDOSLeidos Holdings Inc
Recent Activity
Increased 0.47%
2.54%
$36.985M
256,734 shares@ $144.06 avg price
AVEMAmerican Centy Etf Tr
Recent Activity
Increased 4.58%
2.44%
$35.517M
604,139 shares@ $58.8 avg price