BP

BBR Partners Portfolio holdings

AUM $1.73B
1-Year Est. Return 13.64%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.43B
AUM Growth
+$121M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
270
New
Increased
Reduced
Closed

Top Buys

1
+$67.4M
2
+$6.5M
3
+$5.39M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$3.82M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$3.67M

Top Sells

1
+$10.6M
2
+$1.07M
3
+$742K
4
AVGO icon
Broadcom
AVGO
+$533K
5
ABBV icon
AbbVie
ABBV
+$521K

Sector Composition

1 Industrials 11.66%
2 Technology 7.34%
3 Financials 6.35%
4 Consumer Staples 3.26%
5 Communication Services 3.03%
Name Market Value Portfolio Weight Shares or Principal Change
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