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
$781M
AUM Growth
-$75.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
251
New
Increased
Reduced
Closed

Top Buys

1
+$19.7M
2
+$2.63M
3
+$2.35M
4
ZIM icon
ZIM Integrated Shipping Services
ZIM
+$1.46M
5
RC
Ready Capital
RC
+$1.26M

Top Sells

1
+$6.14M
2
+$3M
3
+$2.38M
4
UNH icon
UnitedHealth
UNH
+$1.39M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.26M

Sector Composition

1 Industrials 15.97%
2 Technology 6.78%
3 Financials 6.04%
4 Healthcare 3.98%
5 Consumer Discretionary 2.23%
Name Market Value Portfolio Weight Shares or Principal Change
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