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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
IBMNIshares Tr
Recent Activity
Decreased -2.66%
0.75%
$2.23M
83,795 shares@ $26.62 avg price
IBMOIshares Tr
Recent Activity
Decreased -2.96%
0.55%
$1.639M
64,394 shares@ $25.46 avg price
IBMPIshares Tr
Recent Activity
Decreased -3.82%
0.48%
$1.418M
56,389 shares@ $25.14 avg price
GLDSpdr Gold Tr
Recent Activity
Decreased -3.35%
0.26%
$766,099
3,164 shares@ $242.13 avg price
TIPIshares Tr
Recent Activity
Decreased -14.91%
0.26%
$747,768
7,018 shares@ $106.56 avg price
DHRDanaher Corporation
Recent Activity
Decreased -6.3%
0.12%
$344,784
1,502 shares@ $229.55 avg price
NVRNvr Inc
Recent Activity
Decreased -8.1%
0.1%
$278,083
34 shares@ $8178.92 avg price
IBMInternational Business Machs
Recent Activity
Decreased -0.69%
0.08%
$220,709
1,004 shares@ $219.83 avg price