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
$244M
AUM Growth
+$15.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$9M
2
+$8.79M
3
+$8.79M
4
CMS icon
CMS Energy
CMS
+$8.65M
5
AY
Atlantica Sustainable Infrastructure plc Ordinary Shares
AY
+$7.94M

Top Sells

1
+$9.82M
2
+$9.27M
3
+$9.03M
4
PNW icon
Pinnacle West Capital
PNW
+$8.94M
5
UGI icon
UGI
UGI
+$8.18M

Sector Composition

1 Utilities 40.23%
2 Healthcare 23.06%
3 Technology 13.6%
4 Consumer Discretionary 9.74%
5 Industrials 4.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-162,779
77
– –
-49,495
78
– –
-11,350
1 2 3
4