BDPWM
Barnes Dennig Private Wealth Management Portfolio holdings
AUM
$83.5M
1 Year Est. Return
–
AUM
$66.1M
AUM Growth
–
Holding
231
Top Buys
| 1 | +$5.12M | |
| 2 | +$4.3M | |
| 3 | +$4.02M | |
| 4 |
Charles Schwab
SCHW
|
+$3.66M |
| 5 |
Apple
AAPL
|
+$3.45M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Healthcare | 20.3% |
| 2 | Financials | 17.28% |
| 3 | Technology | 16.94% |
| 4 | Industrials | 16.29% |
| 5 | Consumer Discretionary | 6.19% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
226
Jacobs Solutions
J
$18.6B
| $1.21K | ﹤0.01% |
+10
|
|
||
227
Wabtec
WAB
$33.2B
| $1.09K | ﹤0.01% |
+6
|
|
||
228
Ford
F
$47.4B
| $1.04K | ﹤0.01% |
+104
|
|
||
229
Brighthouse Financial
BHF
$2.66B
| $986 | ﹤0.01% |
+17
|
|
||
230
GE HealthCare
GEHC
$33.8B
| $969 | ﹤0.01% |
+12
|
|
||
231
Salesforce
CRM
$231B
| $805 | ﹤0.01% |
+3
|
|