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 09/30/16. The fund's latest filing disclosed 550MM in positions, representing 88% of the manager's regulatory AUM.

ATWOOD & PALMER INC StockAlpha

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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

ATWOOD & PALMER INC Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
NXPI 5.09% Tech -3.96% -0.06% 0 13%
CSCO 4.45% Tech -7.02% -0.21% 0 30%
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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...
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ATWOOD & PALMER INC Portfolio Concentration

ATWOOD & PALMER INC Location

4520 MADISON AVENUE
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:

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