BC
Barrett & Company Portfolio holdings
AUM
$267M
1-Year Return
15.12%
This Quarter Return
+7.91%
1 Year Return
+15.12%
3 Year Return
+62.95%
5 Year Return
–
10 Year Return
–
AUM
$151M
AUM Growth
+$0
(0%)
Cap. Flow
-$71.1K
Cap. Flow
% of AUM
-0.05%
Top 10 Holdings %
Top 10 Hldgs %
33.86%
Holding
590
New
–
Increased
–
Reduced
2
Closed
–
Top Buys
No buys this quarter
Top Sells
| 1 |
Copart
CPRT
|
$69.4K |
| 2 |
National Grid
NGG
|
$1.73K |
Sector Composition
| 1 | Financials | 7.87% |
| 2 | Technology | 6.34% |
| 3 | Healthcare | 5.38% |
| 4 | Industrials | 4.47% |
| 5 | Consumer Discretionary | 2.75% |
