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
326
$0 ﹤0.01%
+27
327
0
328
$0 ﹤0.01%
+4