BBL
Beck Bode LLC Portfolio holdings
AUM
$591M
This Quarter Return
+4.1%
1 Year Return
+39.95%
3 Year Return
+125.27%
5 Year Return
–
10 Year Return
–
AUM
$411M
AUM Growth
+$411M
(+0.99%)
Cap. Flow
+$1.45M
Cap. Flow
% of AUM
0.35%
Top 10 Holdings %
Top 10 Hldgs %
25.3%
Holding
166
New
27
Increased
42
Reduced
60
Closed
36
Top Buys
| 1 |
NiSource
NI
|
$9.3M |
| 2 |
Portland General Electric
POR
|
$9.2M |
| 3 |
NVIDIA
NVDA
|
$9.02M |
| 4 |
Duke Energy
DUK
|
$8.79M |
| 5 |
Phillips 66
PSX
|
$8.39M |
Top Sells
| 1 |
Agilent Technologies
A
|
$14.3M |
| 2 |
Ameren
AEE
|
$11.5M |
| 3 |
WEC Energy
WEC
|
$10.1M |
| 4 |
American Water Works
AWK
|
$8.95M |
| 5 |
Pinduoduo
PDD
|
$7.38M |
Sector Composition
| 1 | Utilities | 24.59% |
| 2 | Technology | 17.95% |
| 3 | Healthcare | 9.28% |
| 4 | Consumer Discretionary | 8.82% |
| 5 | Industrials | 6.44% |
