BGA
Battery Global Advisors Portfolio holdings
AUM
$216M
1-Year Est. Return
16.94%
This Fund
S&P 500
1 Year Est. Return
+16.94%
AUM
$216M
AUM Growth
+$3.11M
(+1.5%)
Holding
234
Top Buys
| 1 | +$161M | |
| 2 | +$108M | |
| 3 | +$25.8M | |
| 4 |
Intuitive Surgical
ISRG
|
+$21.8M |
| 5 |
iShares MSCI ACWI ETF
ACWI
|
+$15M |
Top Sells
| 1 | +$63.2M | |
| 2 | +$26.2M | |
| 3 | +$22.3M | |
| 4 |
Vanguard S&P 500 ETF
VOO
|
+$15.2M |
| 5 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$12.1M |
Sector Composition
| 1 | Healthcare | 14% |
| 2 | Technology | 10.17% |
| 3 | Financials | 2.39% |
| 4 | Communication Services | 1.4% |
| 5 | Industrials | 1.25% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
226
Alnylam Pharmaceuticals
ALNY
$42.5B
| $795 | ﹤0.01% |
+2
|
|
||
227
Humana
HUM
$20.6B
| $780 | ﹤0.01% |
4
-115
|
|
||
228
Eli Lilly
LLY
$893B
| $613 | ﹤0.01% |
+3
|
|
||
229
Moody's
MCO
$79.4B
| $533 | ﹤0.01% |
+3
|
|
||
230
Otis Worldwide
OTIS
$32.9B
| $509 | ﹤0.01% |
71
+49
|
|
||
231
Phinia Inc
PHIN
$2.46B
| $376 | ﹤0.01% |
+6
|
|
||
232
News Corp Class B
NWS
$15.2B
| $323 | ﹤0.01% |
+24
|
|
||
233
Robinhood
HOOD
$70.8B
| $256 | ﹤0.01% |
+13
|
|
||
|
SOLS
234
Solstice Advanced Materials
SOLS
$11.9B
| $49 | ﹤0.01% |
+1
|
|