BBL

Beck Bode LLC Portfolio holdings

AUM $591M
1-Year Est. Return 37.12%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+37.12%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$444M
AUM Growth
+$44.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1
+$12.1M
2
+$11.9M
3
+$11.8M
4
NGG icon
National Grid
NGG
+$11.6M
5
MSFT icon
Microsoft
MSFT
+$9.93M

Top Sells

1
+$14M
2
+$12.9M
3
+$12.7M
4
MRVL icon
Marvell Technology
MRVL
+$12.3M
5
DTE icon
DTE Energy
DTE
+$11.6M

Sector Composition

1 Technology 30.5%
2 Utilities 28.44%
3 Consumer Discretionary 12.17%
4 Healthcare 11.66%
5 Industrials 4.23%
Name Market Value Portfolio Weight Shares or Principal Change
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