BP

BCK Partners Portfolio holdings

AUM $186M
1-Year Est. Return 9.8%
This Quarter Est. Return
1 Year Est. Return
+9.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$160M
AUM Growth
+$6.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Sells

1 +$1.72M
2 +$1.45M
3 +$571K
4
AMGN icon
Amgen
AMGN
+$252K
5
TMO icon
Thermo Fisher Scientific
TMO
+$239K

Sector Composition

1 Technology 1.28%
2 Financials 0.75%
3 Healthcare 0.73%
4 Industrials 0.22%
5 Energy 0.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-414
27
-1,938
28
-1,042