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
$889M
AUM Growth
+$109M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1
+$83.1M
2
+$21.6M
3
+$2.02M
4
GRND icon
Grindr
GRND
+$1.74M
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$1.12M

Top Sells

1
+$9.7M
2
+$6.41M
3
+$4.53M
4
LUXAU
Lux Health Tech Acquisition Corp. Units
LUXAU
+$4.51M
5
VTV icon
Vanguard Value ETF
VTV
+$3.22M

Sector Composition

1 Industrials 14.95%
2 Financials 4.92%
3 Technology 4.11%
4 Healthcare 3.26%
5 Energy 1.59%
Name Market Value Portfolio Weight Shares or Principal Change
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