BBL

Beck Bode LLC Portfolio holdings

AUM $619M
1-Year Est. Return 39.35%
This Quarter Est. Return
1 Year Est. Return
+39.35%
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
+$12.9M
2
+$12.6M
3
+$12.5M
4
NGG icon
National Grid
NGG
+$12.1M
5
MSFT icon
Microsoft
MSFT
+$10.2M

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
in Stake 		Capital Flow
176
– –
-28,150
177
– –
-33,384
178
– –
-12,412
4 5 6 7
8