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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
MCDMcdonalds Corp
Recent Activity
Decreased -0.51%
3.72%
$11.088M
38,249 shares@ $289.9 avg price
PGProcter And Gamble Co
Recent Activity
Decreased -0.25%
3.53%
$10.518M
62,737 shares@ $167.65 avg price
KOCoca Cola Co
Recent Activity
Decreased -0.44%
2.91%
$8.672M
139,289 shares@ $62.27 avg price
DGXQuest Diagnostics Inc
Recent Activity
Decreased -0.85%
2.79%
$8.318M
55,136 shares@ $150.87 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 1.09%
2.65%
$7.91M
18,765 shares@ $421.51 avg price
AOSSmith A O Corp
Recent Activity
Decreased -0.35%
2.56%
$7.612M
111,594 shares@ $68.21 avg price
LOWLowes Cos Inc
Recent Activity
Increased 0.59%
2.53%
$7.524M
30,486 shares@ $246.81 avg price
CNICanadian Natl Ry Co
Recent Activity
Decreased -7.28%
2.39%
$7.113M
70,076 shares@ $101.51 avg price
JNJJohnson & Johnson
Recent Activity
Decreased -4.85%
2.32%
$6.901M
47,715 shares@ $144.63 avg price
DISDisney Walt Co
Recent Activity
Decreased -4.58%
2.28%
$6.802M
61,091 shares@ $111.35 avg price