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
$1.27B
AUM Growth
+$57.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
222
New
Increased
Reduced
Closed

Top Buys

1
+$8.67M
2
+$3.92M
3
+$1.24M
4
SQZ
SQZ Biotechnologies Company
SQZ
+$1.06M
5
NET icon
Cloudflare
NET
+$611K

Top Sells

1
+$21.1M
2
+$17.7M
3
+$7.63M
4
KO icon
Coca-Cola
KO
+$3.22M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$2.35M

Sector Composition

1 Consumer Staples 24.15%
2 Industrials 13.75%
3 Technology 7.66%
4 Financials 4.62%
5 Healthcare 3.55%
Name Market Value Portfolio Weight Shares or Principal Change
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