ATWOOD & PALMER INC Overview
Atwood & Palmer Inc is an investment advisor that manages 626.9 MM dollars in regulatory AUM and has 7 employees, of which 5 perform investment advisory functions.
The manager's has disclosed holdings from 03/31/01 to 09/30/19. The fund's latest filing disclosed 742MM in positions, representing 118% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 09/30/19. The fund's latest filing disclosed 742MM in positions, representing 118% of the manager's regulatory AUM.
ATWOOD & PALMER INC StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
ATWOOD & PALMER INC Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| IFV | 6.58% | ETF | 3.47% | -0.05% | 30 | 2% | ||
| CDW | 4.63% | Tech | 11.73% | 0.22% | 0 | 13% | ||
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FEATURED IN
ATWOOD & PALMER INC Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Steven N. Palmer | President | March-1990 |
| William L. Atwood | Vice President | March-1990 |
| Teresa L. Burch | Chief Compliance Officer | April-2004 |
ATWOOD & PALMER INC Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
ATWOOD & PALMER INC Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
Security analysis methods my include fundamental and technical analysis.
Fundamental Analysis. We attempt 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 individual companies) to determine if the security is appropriately valued.
Fundamental analysis does not attempt to anticipate market movements. This presents a potential risk, as the price of a security can move up or down along with the overall market (systemic risk) regardless of the economic and financial factors considered in evaluating the security.
Technical Analysis. We analyze past market movements and apply that analysis to the present in an attempt to recognize recurring patterns of investor behavior and potentially predict future price movement.
Technical analysis does no...
Unlock Full Investment Process Description
Security analysis methods my include fundamental and technical analysis.
Fundamental Analysis. We attempt 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 individual companies) to determine if the security is appropriately valued.
Fundamental analysis does not attempt to anticipate market movements. This presents a potential risk, as the price of a security can move up or down along with the overall market (systemic risk) regardless of the economic and financial factors considered in evaluating the security.
Technical Analysis. We analyze past market movements and apply that analysis to the present in an attempt to recognize recurring patterns of investor behavior and potentially predict future price movement.
Technical analysis does no...
Unlock Full Investment Process Description
ATWOOD & PALMER INC Portfolio Concentration
ATWOOD & PALMER INC Location
4520 MADISON AVENUE
SUITE 200
KANSAS CITY, Missouri
UNITED STATES, 64111-3541
SUITE 200
KANSAS CITY, Missouri
UNITED STATES, 64111-3541
ATWOOD & PALMER INC Contact Information
Phone Number: 816-931-2266
Fax Number: 816-931-0864
Website: http://www.atwoodpalmer.com
Fax Number: 816-931-0864
Website: http://www.atwoodpalmer.com
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