Benjamin H. Atwater

@Atwater Malick Llc

Latest period2024 - Q4

Reported3d ago

Managed Assets$298.495M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
IBMMIshares Tr Recent Activity Exited	0%	$1.651M 63,260 shares@ $26.1 avg price	Exited
IBDPIshares Tr Recent Activity Exited	0%	$598,838 23,754 shares@ $25.21 avg price	Exited
IBTEIshares Tr Recent Activity Exited	0%	$490,632 20,443 shares@ $24.0 avg price	Exited
GDGeneral Dynamics Corp Recent Activity Exited	0%	$227,254 752 shares@ $302.2 avg price	Exited
IBMQIshares Tr Recent Activity Exited	0%	$215,523 8,409 shares@ $25.64 avg price	Exited
MLMMartin Marietta Matls Inc Recent Activity Exited	0%	$207,226 385 shares@ $538.25 avg price	Exited