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| Portfolios |
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| Track firms over time with portfolios. Click on the ✚ to add to a portfolio. |
| Appleton Partners Inc
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| CRD # | 110049 |
| SEC # | 801-29384 |
| CIK # | 1055290 |
| AUM | $10.2 BB (100% Disc, 100% US) |
| Employees | 49 (45% Investors, 0% Brokers) |
| Phone | 617-338-0700 |
| Address | One Post Office Square Boston, MA 02109 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($BB) |
|---|
| Sector | Holding | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| JPST | 28.6 | ||
| AAPL | 843,560.0 | 22.5 | |
| GSLC | 22.1 | ||
| V | 341,210.0 | 18.4 | |
| JPM | 341,670.0 | 16.2 | |
| HD | 206,070.0 | 15.0 | |
| AMZN | 820,610.0 | 13.3 | |
| SPY | 13.0 | ||
| FLRN | 12.4 | ||
| TMO | 101,470.0 | 11.8 | |
| View All | |||
| Holdings by Sector ($) |
|---|
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Stephens Inc
✚
|
AR | 11.0 |
|
New Star Investment Management Ltd
✚
|
10.8 | |
|
Mercer Global Advisors Inc
✚
|
CO | 10.7 |
|
Cetera Investment Advisers LLC
✚
|
IL | 10.3 |
|
Prime Capital Investment Advisors LLC
✚
|
KS | 10.0 |
|
Mutual Fund Public Co Ltd
✚
|
9.9 | |
|
Securian Financial Services Inc
✚
|
MN | 9.6 |
|
Asset Strategy Consultants LLC
✚
|
MD | 9.5 |
|
Aston Asset Management LLC
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|
IL | 9.4 |
|
JJB Hilliard WL Lyons LLC
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|
KY | 9.3 |