Appleton Partners Inc Ma (1055290) Portfolio


Number of Companies: 155
Inflow: $13,120 K
Outflow: $-24,453 K
Net Flow: $-11,332 K
2016-06-30: Recent SEC Filing
2016-03-31: Previous SEC Filing


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Mffais Overall Rank Mffais Industry Rank Company Industry Shares Action Qty Chg Close Price Mffais Flow(K) Current Value (K)
3063 12 Unitedhealth Group Inc (UNH) Managed Care 29,523 New Holding 29,523 $141.20 $4,168 $4,168
3080 12 Amazoncom Inc (AMZN) Ecommerce Discretionary 4,799 Added More 4,076 $715.62 $2,916 $3,434
2845 6 Dollar Tree Inc (DLTR) Mass Merchants 18,100 Added More 13,935 $94.24 $1,313 $1,705
2954 29 Stryker Corp (SYK) Medical Devices 8,281 Added More 3,836 $119.83 $459 $992
1 1 Nextera Energy Inc (NEE) Integrated Utilities 2,920 New Holding 2,920 $130.40 $380 $380
2883 24 Linkedin Corp - A (LNKD) Internet Media 1,692 New Holding 1,692 $189.25 $320 $320
2864 28 Edwards Lifesciences Corp (EW) Medical Devices 6,780 Added More 2,710 $99.73 $270 $676
3049 6 General Electric Co (GE) Electrical Power Equipment 265,352 Added More 7,908 $31.48 $248 $8,353
2911 4 Cme Group Inc (CME) Security And Cmdty Exchanges 6,142 Added More 2,472 $97.40 $240 $598
3034 27 Sherwin-Williams Cothe (SHW) Specialty Chemicals 21,797 Added More 806 $293.67 $236 $6,401
3075 13 Exxon Mobil Corp (XOM) Integrated Oils 74,014 Added More 2,417 $93.74 $226 $6,938
2855 5 Republic Services Inc (RSG) Waste Management 18,050 Added More 4,385 $51.31 $224 $926
2874 86 Electronic Arts Inc (EA) Application Software 19,815 Added More 2,960 $75.76 $224 $1,501
3067 10 Lockheed Martin Corp (LMT) Defense Primes 33,490 Added More 882 $248.17 $218 $8,311
3005 17 Lowes Cos Inc (LOW) Home Products Stores 2,609 New Holding 2,609 $79.17 $206 $206
333 1 Hasbro Inc (HAS) Toys And Games 76,505 Added More 2,195 $83.99 $184 $6,425
3032 17 Cvs Health Corp (CVS) Food And Drug Stores 92,025 Added More 1,787 $95.74 $171 $8,810
2940 66 Nxp Semiconductors Nv (NXPI) Semiconductor Devices 56,350 Added More 2,102 $78.34 $164 $4,414
3057 15 Jpmorgan Chase And Co (JPM) Diversified Banks 170,246 Added More 2,312 $62.14 $143 $10,579
175 2 3m Co (MMM) Containers And Packaging 14,702 Added More 709 $175.12 $124 $2,574
3016 38 Starbucks Corp (SBUX) Restaurants 132,279 Added More 1,944 $57.12 $111 $7,555
80 1 Accenture Plc-Cl A (ACN) It Services 31,689 Added More 718 $113.29 $81 $3,590
2725 116 Digital Realty Trust Inc (DLR) Reit 9,941 Added More 603 $108.99 $65 $1,083
2914 19 Clorox Company (CLX) Household Products 6,616 Added More 379 $138.39 $52 $915
3062 63 Atandt Inc (T) Telecom Carriers 27,215 Added More 1,125 $43.21 $48 $1,175
3066 59 Amgen Inc (AMGN) Biotech 20,837 Added More 265 $152.15 $40 $3,170
3047 19 Honeywell International Inc (HON) Comml And Res Bldg Equip And Sys 11,045 Added More 315 $116.32 $36 $1,284
3014 6 Bristol-Myers Squibb Co (BMY) Large Pharma 27,158 Added More 477 $73.55 $35 $1,997
3037 33 Mastercard Inc-Class A (MA) Consumer Finance 5,965 Added More 320 $88.06 $28 $525
2991 68 Texas Instruments Inc (TXN) Semiconductor Devices 17,448 Added More 424 $62.65 $26 $1,093
86 4 Workday Inc-Class A (WDAY) Application Software 7,689 Added More 272 $74.67 $20 $574
2821 31 Applied Materials Inc (AMAT) Semiconductor Mfg 48,010 Added More 660 $23.97 $15 $1,150
3002 31 Dow Chemical Cothe (DOW) Basic And Diversified Chemicals 13,236 Added More 300 $49.71 $14 $657
3000 32 American Express Co (AXP) Consumer Finance 5,477 Added More 240 $60.76 $14 $332
3001 7 Raytheon Company (RTN) Defense Primes 8,726 Added More 101 $135.95 $13 $1,186
3072 34 Microsoft Corp (MSFT) Infrastructure Software 90,754 Added More 237 $51.17 $12 $4,643
2702 6 Paychex Inc (PAYX) Payment And Data Processors 6,425 Added More 180 $59.50 $10 $382
2970 31 Fiserv Inc (FISV) Consumer Finance 2,705 Added More 95 $108.73 $10 $294
2979 53 Cisco Systems Inc (CSCO) Communications Equipment 57,332 Added More 291 $28.69 $8 $1,644
2850 27 Southern Cothe (SO) Integrated Utilities 12,648 Added More 144 $53.63 $7 $678
3013 9 Mckesson Corp (MCK) Health Care Supply Chain 1,502 Added More 36 $186.65 $6 $280
2312 38 Rli Corp (RLI) P And C Insurance 5,250 Added More 75 $68.78 $5 $361
2549 16 Unilever Plc (UL) Household Products 17,545 Added More 100 $47.91 $4 $840
2932 19 Illinois Tool Works (ITW) Industrial Machinery 5,021 Added More 25 $104.16 $2 $522
2936 25 Ppg Industries Inc (PPG) Specialty Chemicals 5,689 Added More 18 $104.15 $1 $592
3056 27 Boeing Cothe (BA) Aircraft And Parts 6,509 No Change 0 $129.87 $0 $845
2767 12 Southwest Airlines Co (LUV) Airlines 9,715 No Change 0 $39.21 $0 $380
3012 21 Kimberly-Clark Corp (KMB) Household Products 1,604 No Change 0 $137.48 $0 $220
2996 7 Target Corp (TGT) Mass Merchants 17,550 No Change 0 $69.82 $0 $1,225
2617 3 Csx Corp (CSX) Rail Freight 9,848 No Change 0 $26.08 $0 $256
3046 32 Air Products And Chemicals Inc (APD) Basic And Diversified Chemicals 6,091 No Change 0 $142.04 $0 $865
2770 8 Caterpillar Inc (CAT) Construction And Mining Machinery 2,645 No Change 0 $75.81 $0 $200
146 1 Carlisle Cos Inc (CSL) Non Wood Building Materials 4,900 No Change 0 $105.68 $0 $517
2881 6 Waste Management Inc (WM) Waste Management 5,423 No Change 0 $66.27 $0 $359
2893 52 Halliburton Co (HAL) Oil And Gas Services And Equip 6,055 No Change 0 $45.29 $0 $274
2829 19 Prudential Financial Inc (PRU) Life Insurance 3,500 No Change 0 $71.34 $0 $249
2955 7 Automatic Data Processing (ADP) Payment And Data Processors 11,267 No Change 0 $91.87 $0 $1,035
2888 15 Equifax Inc (EFX) Information Services 5,250 No Change 0 $128.40 $0 $674
2896 7 Stericycle Inc (SRCL) Waste Management 2,915 No Change 0 $104.12 $0 $303
2803 33 Kellogg Co (K) Packaged Food 3,150 No Change 0 $81.65 $0 $257
3031 8 Pfizer Inc (PFE) Large Pharma 49,618 Sold Some -17 $35.21 $-0 $1,747
3003 49 Travelers Cos Incthe (TRV) P And C Insurance 2,517 Sold Some -21 $119.04 $-2 $299
317 25 Omega Healthcare Investors (OHI) Reit 18,297 Sold Some -135 $33.95 $-4 $621
2928 37 General Mills Inc (GIS) Packaged Food 4,144 Sold Some -75 $71.32 $-5 $295
3071 42 Intl Business Machines Corp (IBM) It Services 3,986 Sold Some -41 $151.78 $-6 $604
2778 11 Bank Of America Corp (BAC) Diversified Banks 241,858 Sold Some -526 $13.27 $-6 $3,209
2920 268 Us Bancorp (USB) Banks 9,520 Sold Some -230 $40.33 $-9 $383
2380 15 Whole Foods Market Inc (WFM) Food And Drug Stores 6,450 Sold Some -300 $32.02 $-9 $206
2998 8 Express Scripts Holding Co (ESRX) Health Care Supply Chain 3,744 Sold Some -132 $75.80 $-10 $283
2805 17 Church And Dwight Co Inc (CHD) Household Products 12,326 Sold Some -100 $102.89 $-10 $1,268
2861 30 Abbott Laboratories (ABT) Life Science Equipment 35,388 Sold Some -269 $39.31 $-10 $1,391
2934 30 Praxair Inc (PX) Basic And Diversified Chemicals 5,931 Sold Some -102 $112.39 $-11 $666
2826 41 Consolidated Edison Inc (ED) Utility Networks 7,695 Sold Some -150 $80.44 $-12 $618
2677 18 Nucor Corp (NUE) Steel Producers 6,365 Sold Some -250 $49.41 $-12 $314
3023 7 Merck And Co Inc (MRK) Large Pharma 31,414 Sold Some -230 $57.61 $-13 $1,809
2886 77 Conocophillips (COP) Exploration And Production 5,720 Sold Some -350 $43.60 $-15 $249
3060 21 Blackrock Inc (BLK) Investment Management 1,914 Sold Some -45 $342.53 $-15 $655
2956 32 Dominion Resources Incva (D) Integrated Utilities 6,085 Sold Some -200 $77.93 $-15 $474
2844 13 Archer-Daniels-Midland Co (ADM) Agricultural Producers 9,755 Sold Some -370 $42.89 $-15 $418
2984 25 Netflix Inc (NFLX) Internet Media 23,715 Sold Some -175 $91.48 $-16 $2,169
3065 7 Philip Morris International (PM) Tobacco 2,189 Sold Some -165 $101.72 $-16 $222
2789 9 Ameriprise Financial Inc (AMP) Wealth Management 7,095 Sold Some -202 $89.85 $-18 $637
2739 9 Teva Pharmaceutical (TEVA) Generic Pharma 11,827 Sold Some -451 $50.23 $-22 $594
3020 26 United Technologies Corp (UTX) Aircraft And Parts 11,226 Sold Some -233 $102.55 $-23 $1,151
3029 24 Coca-Cola Cothe (KO) Beverages 31,131 Sold Some -647 $45.33 $-29 $1,411
3035 2 United Parcel Service-Cl B (UPS) Courier Services 2,554 Sold Some -290 $107.72 $-31 $275
2976 33 Oracle Corp (ORCL) Infrastructure Software 6,289 Sold Some -770 $40.93 $-31 $257
3027 7 Comcast Corp-Class A (CMCSA) Cable And Satellite 10,417 Sold Some -490 $65.19 $-31 $679
3022 6 Altria Group Inc (MO) Tobacco 8,035 Sold Some -480 $68.96 $-33 $554
2959 33 Duke Energy Corp (DUK) Integrated Utilities 3,945 Sold Some -430 $85.79 $-36 $338
2837 2 Carnival Corp (CCL) Cruise Lines 84,305 Sold Some -845 $44.20 $-37 $3,726
246 2 Scotts Miracle-Gro Co-Cl A (SMG) Home Improvement 16,008 Sold Some -540 $69.91 $-37 $1,119
2159 4 Broadridge Financial Solutio (BR) Payment And Data Processors 4,555 Sold Some -622 $65.20 $-40 $296
3008 5 Eli Lilly And Co (LLY) Large Pharma 9,955 Sold Some -520 $78.75 $-40 $783
2973 23 Constellation Brands Inc-A (STZ) Beverages 43,780 Sold Some -273 $165.40 $-45 $7,241
2838 17 Amphenol Corp-Cl A (APH) Electrical Components 23,594 Sold Some -899 $57.33 $-51 $1,352
2948 269 Pnc Financial Services Group (PNC) Banks 18,408 Sold Some -715 $81.39 $-58 $1,498
2706 15 Chicago Bridge And Iron Co Nv (CBI) Infrastructure Construction 12,603 Sold Some -1,730 $34.63 $-59 $436
2981 80 Eog Resources Inc (EOG) Exploration And Production 28,404 Sold Some -740 $83.42 $-61 $2,369
2633 17 Emc Corpma (EMC) Computer Hardware And Storage 10,894 Sold Some -2,295 $27.17 $-62 $295
2289 28 Dunkin Brands Group Inc (DNKN) Restaurants 6,506 Sold Some -1,466 $43.62 $-63 $283
2989 128 American Tower Corp (AMT) Reit 80,031 Sold Some -571 $113.61 $-64 $9,092
2865 6 Norfolk Southern Corp (NSC) Rail Freight 4,170 Sold Some -820 $85.13 $-69 $354
3018 33 Danaher Corp (DHR) Life Science Equipment 6,363 Sold Some -700 $101.00 $-70 $642
3061 12 Chevron Corp (CVX) Integrated Oils 8,908 Sold Some -675 $104.83 $-70 $933
2904 10 Ebay Inc (EBAY) Ecommerce Discretionary 35,836 Sold Some -3,311 $23.41 $-77 $838
3053 58 Biogen Inc (BIIB) Biotech 3,972 Sold Some -321 $241.82 $-77 $960
3058 62 Verizon Communications Inc (VZ) Telecom Carriers 156,502 Sold Some -1,566 $55.84 $-87 $8,739
3030 69 Intel Corp (INTC) Semiconductor Devices 46,980 Sold Some -3,349 $32.80 $-109 $1,540
3068 39 Mcdonalds Corp (MCD) Restaurants 32,176 Sold Some -1,045 $120.34 $-125 $3,872
2952 26 Du Pont Ei De Nemours (DD) Specialty Chemicals 45,253 Sold Some -2,077 $64.80 $-134 $2,932
3078 18 Priceline Group Incthe (PCLN) Internet Based Services 2,176 Sold Some -110 $1248.41 $-137 $2,716
2879 26 Vf Corp (VFC) Apparel Footwear And Acc Design 17,736 Sold Some -2,399 $61.49 $-147 $1,090
2987 27 Nike Inc -Cl B (NKE) Apparel Footwear And Acc Design 18,292 Sold Some -2,800 $55.20 $-154 $1,009
3021 55 Celgene Corp (CELG) Biotech 8,449 Sold Some -1,614 $98.63 $-159 $833
3059 25 Pepsico Inc (PEP) Beverages 89,929 Sold Some -1,544 $105.94 $-163 $9,527
2693 15 Verisign Inc (VRSN) Internet Based Services 38,507 Sold Some -1,970 $86.46 $-170 $3,329
49 1 Novartis Ag (NVS) Large Pharma 12,598 Sold Some -2,125 $82.51 $-175 $1,039
2990 40 Mondelez International Inc-A (MDLZ) Packaged Food 86,070 Sold Some -3,946 $45.51 $-179 $3,917
2951 12 Ecolab Inc (ECL) Other Commercial Services 16,544 Sold Some -1,526 $118.60 $-180 $1,962
2995 32 Tjx Companies Inc (TJX) Specialty Apparel Stores 88,046 Sold Some -2,388 $77.23 $-184 $6,799
3077 22 Procter And Gamble Cothe (PG) Household Products 82,469 Sold Some -2,226 $84.67 $-188 $6,982
3019 8 Union Pacific Corp (UNP) Rail Freight 17,470 Sold Some -2,168 $87.25 $-189 $1,524
2922 32 Palo Alto Networks Inc (PANW) Infrastructure Software 63,764 Sold Some -1,545 $122.64 $-189 $7,820
3070 18 Home Depot Inc (HD) Home Products Stores 105,920 Sold Some -1,500 $127.69 $-191 $13,524
150 7 Cerner Corp (CERN) Application Software 58,281 Sold Some -3,281 $58.60 $-192 $3,415
3076 10 Johnson And Johnson (JNJ) Large Pharma 75,225 Sold Some -1,674 $121.30 $-203 $9,124
3033 16 Goldman Sachs Group Inc (GS) Institutional Brokerage 39,896 Sold Some -1,382 $148.58 $-205 $5,927
3028 34 Thermo Fisher Scientific Inc (TMO) Life Science Equipment 66,196 Sold Some -1,396 $147.76 $-206 $9,781
3040 9 Abbvie Inc (ABBV) Large Pharma 100,687 Sold Some -3,503 $61.91 $-216 $6,233
2817 23 Harris Corp (HRS) Aircraft And Parts 0 Sold All -2,614 $83.44 $-218 $0
2906 16 Valero Energy Corp (VLO) Refining And Marketing 52,513 Sold Some -4,493 $51.00 $-229 $2,678
111 1 Johnson Controls Inc (JCI) Auto Parts 0 Sold All -5,346 $44.26 $-236 $0
3064 14 Walt Disney Cothe (DIS) Entertainment Content 79,610 Sold Some -2,553 $97.82 $-249 $7,787
2985 20 Colgate-Palmolive Co (CL) Household Products 34,616 Sold Some -3,475 $73.20 $-254 $2,533
2776 74 Apache Corp (APA) Exploration And Production 0 Sold All -4,613 $55.67 $-256 $0
3041 130 Public Storage (PSA) Reit 1,618 Sold Some -1,027 $255.59 $-262 $413
2924 6 Cardinal Health Inc (CAH) Health Care Supply Chain 19,878 Sold Some -3,500 $78.01 $-273 $1,550
2669 16 Te Connectivity Ltd (TEL) Electrical Components 34,383 Sold Some -4,852 $57.11 $-277 $1,963
1589 2 Wabtec Corp (WAB) Railroad Rolling Stock 87,623 Sold Some -4,076 $70.23 $-286 $6,153
2443 17 Federated Investors Inc-Cl B (FII) Investment Management 123,240 Sold Some -10,090 $28.78 $-290 $3,546
2993 54 Schlumberger Ltd (SLB) Oil And Gas Services And Equip 65,672 Sold Some -3,812 $79.08 $-301 $5,193
3044 9 Costco Wholesale Corp (COST) Mass Merchants 51,411 Sold Some -2,288 $157.04 $-359 $8,073
3052 34 Visa Inc-Class A Shares (V) Consumer Finance 181,315 Sold Some -5,100 $74.17 $-378 $13,448
3074 26 Facebook Inc-A (FB) Internet Media 88,614 Sold Some -4,562 $114.28 $-521 $10,126
3050 14 Wells Fargo And Co (WFC) Diversified Banks 200,896 Sold Some -11,765 $47.33 $-556 $9,508
2382 1 Northern Trust Corp (NTRS) Instl Trust Fiduciary And Custody 37,826 Sold Some -9,795 $66.26 $-649 $2,506
1653 13 Under Armour Inc-Class A (UA) Apparel Footwear And Acc Design 14,952 Sold Some -16,426 $40.13 $-659 $600
2809 30 Akamai Technologies Inc (AKAM) Infrastructure Software 86,593 Sold Some -13,540 $55.93 $-757 $4,843
3079 54 Apple Inc (AAPL) Communications Equipment 192,257 Sold Some -11,162 $95.60 $-1,067 $18,379
2958 31 Illumina Inc (ILMN) Life Science Equipment 10,325 Sold Some -9,019 $140.38 $-1,266 $1,449
2953 2 Roper Technologies Inc (ROP) Industrial Automation Controls 28,164 Sold Some -7,605 $170.56 $-1,297 $4,803
3051 57 Gilead Sciences Inc (GILD) Biotech 67,236 Sold Some -16,178 $83.42 $-1,349 $5,608
3011 13 Citigroup Inc (C) Diversified Banks 59,097 Sold Some -77,475 $42.39 $-3,284 $2,505
2730 28 Delphi Automotive Plc (DLPH) Auto Parts 24,939 Sold Some -60,871 $62.60 $-3,810 $1,561