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
$445M
AUM Growth
-$16.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
282
New
Increased
Reduced
Closed

Top Buys

1
+$12.6M
2
+$11.1M
3
+$11M
4
PPL icon
PPL Corp
PPL
+$9.43M
5
ENPH icon
Enphase Energy
ENPH
+$9.18M

Top Sells

1
+$14.2M
2
+$13.1M
3
+$11.1M
4
POR icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
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