BP

BBR Partners Portfolio holdings

AUM $1.73B
1-Year Est. Return 13.64%
This Quarter Est. Return
1 Year Est. Return
+13.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.21B
AUM Growth
-$56.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
236
New
Increased
Reduced
Closed

Top Buys

1
+$13.4M
2
+$10.7M
3
+$3.96M
4
RNW icon
ReNew
RNW
+$2.14M
5
AEVA
Aeva Technologies
AEVA
+$1.59M

Top Sells

1
+$16.4M
2
+$11.1M
3
+$6.78M
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$1.32M
5
IWV icon
iShares Russell 3000 ETF
IWV
+$1.23M

Sector Composition

1 Consumer Staples 22.5%
2 Industrials 13.02%
3 Technology 10.38%
4 Financials 4.87%
5 Consumer Discretionary 2.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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236
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6 7 8 9
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