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
$400M
AUM Growth
+$41.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$13.6M
2
+$13.1M
3
+$12.3M
4
DTE icon
DTE Energy
DTE
+$11.6M
5
BBY icon
Best Buy
BBY
+$10.5M

Top Sells

1
+$13.8M
2
+$11.4M
3
+$11.4M
4
VRTX icon
Vertex Pharmaceuticals
VRTX
+$9.76M
5
ABB
ABB Ltd
ABB
+$7.96M

Sector Composition

1 Technology 38.18%
2 Utilities 31.83%
3 Consumer Discretionary 11.64%
4 Healthcare 10.28%
5 Consumer Staples 4.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-6,206
102
– –
-10,547
103
– –
-28,286
104
– –
-53,823
105
– –
-211,091
106
– –
-26,887
107
– –
-238,503
1 2 3 4
5