BP

BBR Partners Portfolio holdings

AUM $1.61B
1-Year Est. Return 12.92%
This Quarter Est. Return
1 Year Est. Return
+12.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.22B
AUM Growth
-$27.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
272
New
Increased
Reduced
Closed

Top Buys

1
+$12.2M
2
+$1.24M
3
+$959K
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$803K
5
GRAL
GRAIL Inc
GRAL
+$538K

Top Sells

1
+$14.4M
2
+$3.79M
3
+$3.28M
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$3.24M
5
AAPL icon
Apple
AAPL
+$2.07M

Sector Composition

1 Industrials 8.58%
2 Technology 7.31%
3 Financials 5.83%
4 Consumer Staples 3.22%
5 Healthcare 2.7%
Name Market Value Portfolio Weight Shares or Principal Change
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