BP

BBR Partners Portfolio holdings

AUM $1.79B
1-Year Est. Return 16.83%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.83%
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
+$8.13M
2
+$4.15M
3
+$1.27M
4
SQZ
SQZ Biotechnologies Company
SQZ
+$961K
5
OM icon
Outset Medical
OM
+$497K

Top Sells

1
+$20.3M
2
+$17.2M
3
+$7.41M
4
KO icon
Coca-Cola
KO
+$3.24M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$2.29M

Sector Composition

1 Consumer Staples 24.15%
2 Industrials 13.75%
3 Technology 7.62%
4 Financials 4.66%
5 Healthcare 3.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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