Portfolio (Quarterly)
Guide ↗
APPLETON PARTNERS INC/MA
· CIK 0001055290| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 261 | MRVL | MARVELL TECHNOLOGY INC | Technology | 2,033.0 | $201K | 0.01% | NEW | — | $98.87 | +110.2% |
| 262 | — | CLIFTON MNG CO COM | — | 25,000.0 | $4K | — | — | — | $0.16 | — |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
28.7%
Financial Services
17.6%
Communication Services
11.1%
Healthcare
10.0%
Industrials
9.1%
Consumer Cyclical
8.2%
Consumer Defensive
5.3%
Utilities
3.9%
Basic Materials
2.7%
Real Estate
2.6%