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ATWATER MALICK LLC

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LANCASTER PA Investment Advisor
13F Summary

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WhaleScore 2.0 ?

85

S&P 500
WhaleScore ?

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WhaleScore 1.0 ?

Atwater Malick is based out of Lancaster. Atwater Malick is a large advisory firm with 257 clients and discretionary assets under management (AUM) of $481,551,004 (Form ADV from 2024-01-11). Their last reported 13F filing for Q4 2023 included $255,148,456 in managed 13F securities and a top 10 holdings concentration of 49.39%. Atwater Malick's largest holding is Apple Inc with shares held of 107,378. Whalewisdom has at least 21 13F filings

2023-12-31

Top Buys (13F)

2023-12-31

Top Sells (13F)

2023-12-31

13F Holdings Summary

Name $ Change
AAPL Apple Inc 8.1%
NVO Novo-Nordisk A/S ADS 6.9%
ACN Accenture Plc 4.97%
CAT Caterpillar Inc. 4.92%
WM Waste Management, In 4.7%

2023-12-31

13F Activity

Market Value $255m, Prior: $227m
New Purchases 10 stocks
Added To 44 stocks
Sold out of 2 stocks
Reduced holdings in 8 stocks
Top 10 Holdings % 49.39%
Turnover %[1] 17.14%
Turnover Alt %[2] 0.85%
Time Held Top 20 15.55 quarters
Time Held Top 10 9.7 quarters
Time Held All 11.74 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

2023-12-31

13F Sector Allocation Over Time

2023-12-31

Analysis

Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31

Portfolio Performance