BBL
Beck Bode LLC Portfolio holdings
AUM
$591M
1-Year Return
39.95%
This Quarter Return
+11.87%
1 Year Return
+39.95%
3 Year Return
+125.27%
5 Year Return
–
10 Year Return
–
AUM
$445M
AUM Growth
-$16.9M
(-3.7%)
Cap. Flow
-$40.5M
Cap. Flow
% of AUM
-9.1%
Top 10 Holdings %
Top 10 Hldgs %
27.74%
Holding
282
New
58
Increased
33
Reduced
110
Closed
80
Top Buys
| 1 |
Ameren
AEE
|
$12.6M |
| 2 |
Entergy
ETR
|
$11.1M |
| 3 |
Evergy
EVRG
|
$11M |
| 4 |
PPL Corp
PPL
|
$9.43M |
| 5 |
Enphase Energy
ENPH
|
$9.18M |
Top Sells
| 1 |
Vistra
VST
|
$14.2M |
| 2 |
NVIDIA
NVDA
|
$13.1M |
| 3 |
Essential Utilities
WTRG
|
$11.1M |
| 4 |
Portland General Electric
POR
|
$10.8M |
| 5 |
GTM
ZoomInfo Technologies
GTM
|
$10.6M |
Sector Composition
| 1 | Utilities | 26.21% |
| 2 | Healthcare | 14.99% |
| 3 | Technology | 14.19% |
| 4 | Energy | 8.44% |
| 5 | Industrials | 4.89% |
