BBL

Beck Bode LLC Portfolio holdings

AUM $619M
1-Year Est. Return 39.35%
This Quarter Est. Return
1 Year Est. Return
+39.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$362M
AUM Growth
+$37.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
328
New
Increased
Reduced
Closed

Top Buys

1
+$11.7M
2
+$11.6M
3
+$11M
4
POR icon
Portland General Electric
POR
+$10.9M
5
AMZN icon
Amazon
AMZN
+$9.5M

Top Sells

1
+$18.6M
2
+$14.6M
3
+$12.7M
4
SRE icon
Sempra
SRE
+$12.5M
5
ABT icon
Abbott
ABT
+$12.3M

Sector Composition

1 Utilities 32.7%
2 Technology 25.12%
3 Healthcare 15.89%
4 Communication Services 8.84%
5 Industrials 4.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$10K ﹤0.01%
+102
227
$9K ﹤0.01%
+50
228
$9K ﹤0.01%
+200
229
$9K ﹤0.01%
+166
230
$9K ﹤0.01%
+386
231
$9K ﹤0.01%
+374
232
$9K ﹤0.01%
+200
233
$9K ﹤0.01%
+19
234
$9K ﹤0.01%
+150
235
$9K ﹤0.01%
+231
236
$8K ﹤0.01%
+28
237
$8K ﹤0.01%
+150
238
$8K ﹤0.01%
+290
239
$8K ﹤0.01%
+35
240
$8K ﹤0.01%
+150
241
$8K ﹤0.01%
+100
242
$8K ﹤0.01%
+61
243
$7K ﹤0.01%
+65
244
$7K ﹤0.01%
+255
245
$7K ﹤0.01%
+91
246
$7K ﹤0.01%
+155
247
$7K ﹤0.01%
+355
248
$7K ﹤0.01%
+33
249
$7K ﹤0.01%
+163
250
$7K ﹤0.01%
+707
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