BBL

Beck Bode LLC Portfolio holdings

AUM $601M
1-Year Est. Return 32.16%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+32.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$446M
AUM Growth
+$54.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1
+$10.6M
2
+$8.93M
3
+$8.91M
4
CPAY icon
Corpay
CPAY
+$8.73M
5
PODD icon
Insulet
PODD
+$8.47M

Top Sells

1
+$12.5M
2
+$12.4M
3
+$8.74M
4
WTRG icon
Essential Utilities
WTRG
+$8.03M
5
UNM icon
Unum
UNM
+$7.9M

Sector Composition

1 Utilities 24.2%
2 Technology 19.35%
3 Consumer Discretionary 10.36%
4 Healthcare 10.19%
5 Industrials 5.31%
Name Market Value Portfolio Weight Shares or Principal Change
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