Appleton Partners Inc

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Assets, Funds, Holdings

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CAFR Data
Appleton Partners Inc
CRD #110049
SEC #801-29384
CIK #1055290
AUM $10.2 BB (100% Disc, 100% US)
Employees49 (45% Investors, 0% Brokers)
Phone617-338-0700
AddressOne Post Office Square
Boston, MA 02109
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($BB)
151296302000200620132020
Sector Holding Cap ($MM) Value ($MM)
JPST28.6
AAPL843,560.022.5
GSLC22.1
V341,210.018.4
JPM341,670.016.2
HD206,070.015.0
AMZN820,610.013.3
SPY13.0
FLRN12.4
TMO101,470.011.8
View All
Holdings by Sector ($)
0.70.60.40.30.10.02014201620182020
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