BBL
Beck Bode LLC Portfolio holdings
AUM
$591M
1-Year Return
39.95%
This Quarter Return
-0.17%
1 Year Return
+39.95%
3 Year Return
+125.27%
5 Year Return
–
10 Year Return
–
AUM
$359M
AUM Growth
-$3.72M
(-1%)
Cap. Flow
-$4.59M
Cap. Flow
% of AUM
-1.28%
Top 10 Holdings %
Top 10 Hldgs %
37.43%
Holding
343
New
16
Increased
39
Reduced
25
Closed
257
Top Buys
| 1 |
OGE Energy
OGE
|
$11.4M |
| 2 |
Hawaiian Electric Industries
HE
|
$10.7M |
| 3 |
Vistra
VST
|
$10.5M |
| 4 |
Vertex Pharmaceuticals
VRTX
|
$9.76M |
| 5 |
Maravai LifeSciences
MRVI
|
$7.86M |
Top Sells
| 1 |
Owens & Minor
OMI
|
$13.3M |
| 2 |
National Grid
NGG
|
$12.9M |
| 3 |
Essential Utilities
WTRG
|
$11.6M |
| 4 |
Portland General Electric
POR
|
$10.9M |
| 5 |
Amazon
AMZN
|
$9.5M |
Sector Composition
| 1 | Utilities | 31.48% |
| 2 | Technology | 26.03% |
| 3 | Healthcare | 24.02% |
| 4 | Communication Services | 7.26% |
| 5 | Consumer Discretionary | 4.35% |
