APPLETON PARTNERS INC Overview

Appleton Partners Inc is an investment advisor that manages 6.6 BN dollars in regulatory AUM and has 42 employees, of which 18 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/01 to 09/30/16. The fund's latest filing disclosed 519MM in positions, representing 8% of the manager's regulatory AUM.

APPLETON PARTNERS INC StockAlpha

-3.2%
Top 25%
3yr StockAlpha Register for more...

Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

APPLETON PARTNERS INC Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
AAPL 4.17% Tech -1.28% -0.09% 0 42%
V 2.77% Tech -3.9% -0.13% 0 26%
Get the Full Report
FEATURED IN
Logo of CNBC
Wall Street Journal Logo
Pensions & Investments logo
BloomBerg Logo

APPLETON PARTNERS INC Founders and Key Employees

Name Title In Position Since
Kathleen M. Burge Exec Vice President,Cfo, Director October-1988
James I. Ladge Senior Vice President, Coo August-1999
Robert B. Needham Director November-1988
Cornelia S. Ives Director November-1995
Kenneth J. Novack Director November-1988
J.P. Chevriere Director November-2001
William T. Petty Director November-2001
Michele D. Hubley Svp, Chief Compliance Officer May-2004
Douglas C. Chamberlain President, Ceo, Director October-1998
Mark T. Williams Director November-2010
Michael Costello Director November-2012

APPLETON PARTNERS INC Brokers, Custodians, Auditors and Administrators

Type Company

APPLETON PARTNERS INC Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss


METHODS OF ANALYSIS

Appleton employs the following methods of analysis in formulating investment advice and in managing of client assets:

Charting: In this type of technical analysis, Appleton reviews charts of market and security activity in an attempt to identify when the market is moving up or down and to predict how long the trend may last and when that trend might reverse.

Fundamental Analysis: Appleton attempts to measure the intrinsic value of a security by looking at economic and financial factors (including the overall economy, industry conditions, and the financial condition and management of the company itself) to determine if the security is underpriced (indicating it may be a good time to buy) or overpriced (indicating it may be time to sell).

Fundamental analysis does not attempt to anticipate market movements. This presents a potential risk, as the price of a sec...
Get the Full Report

APPLETON PARTNERS INC Portfolio Concentration

APPLETON PARTNERS INC Location

ONE POST OFFICE SQUARE
6TH FLOOR
BOSTON, Massachusetts
UNITED STATES, 02109

APPLETON PARTNERS INC Contact Information

Phone Number: 617-338-0700
Fax Number: 617-338-2379
Website:

READ RECENT SYMMETRIC REPORTS

Disclaimer

The information contained herein: (1) is proprietary to Symmetric and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Symmetric nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance and skill metrics are no guarantee of future results. "Symmetric," "Symmetric.io" and the Symmetric logo are marks of Symmetric, Inc. Read our privacy policy here. Read our terms of use here
Path B