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Benjamin H. Atwater

@Atwater Malick Llc

Latest period2024 - Q4ReportedManaged Assets$298.495MTotal holdings73
Assets growth rate-3.93%Assets growth rate (2-Q avg)1.56%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Atwater Malick Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 73 positions.

Assets under management

The assets under management (AUM) of Atwater Malick Llc 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 298.495M in assets, with a quarterly growth rate of -3.93% and a 2-quarter average growth rate of 1.56%. The portfolio is managed by Benjamin H. Atwater, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
AAPLApple Inc
Recent Activity
Decreased -3.91%
9.01%
$26.883M
107,350 shares@ $250.43 avg price
GOOGLAlphabet Inc
Recent Activity
Decreased -0.87%
5.5%
$16.407M
86,672 shares@ $189.3 avg price
CATCaterpillar Inc
Recent Activity
Decreased -1.66%
5.14%
$15.318M
42,226 shares@ $362.76 avg price
WMTWalmart Inc
Recent Activity
Decreased -1.59%
4.92%
$14.673M
162,407 shares@ $90.35 avg price
GSGoldman Sachs Group Inc
Recent Activity
Decreased -1.01%
4.83%
$14.4M
25,148 shares@ $572.61 avg price
NVONovo-nordisk A S
Recent Activity
Decreased -2.75%
4.68%
$13.955M
162,228 shares@ $86.02 avg price
WMWaste Mgmt Inc Del
Recent Activity
Decreased -0.52%
4.65%
$13.876M
68,764 shares@ $201.79 avg price
ACNAccenture Plc Ireland
Recent Activity
Decreased -0.87%
4.49%
$13.396M
38,079 shares@ $351.79 avg price
CMICummins Inc
Recent Activity
Decreased -1.08%
4.17%
$12.443M
35,693 shares@ $348.61 avg price
MCDMcdonalds Corp
Recent Activity
Decreased -0.51%
3.72%
$11.088M
38,249 shares@ $289.9 avg price