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Institutional Investment Manager
APPLETON PARTNERS INC/MA
APPLETON PARTNERS INC/MA (CIK: 0001055290) incorporated in Massachusetts, located at One Post Office Square, Boston, MA. Institutional holdings reported to the SEC.
Institutional Holdings (2016Q1)
Portfolio Summary: 206 holdings with a total value of $505,991,000.
#
Name
Shares
Value ($)
%
Options
Notes
201 WELLS FARGO & CO NEW 212,661 10,284,000 2.03%
202 FACEBOOK INC 93,176 10,631,000 2.10%
203 PALO ALTO NETWORKS INC 65,309 10,655,000 2.11%
204 VISA INC 186,415 14,257,000 2.82%
205 HOME DEPOT INC 107,420 14,333,000 2.83%
206 APPLE INC 203,419 22,171,000 4.38%
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Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0000950123-16-015924, filed 2016.04.21).

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.