BBL
Beck Bode LLC Portfolio holdings
AUM
$591M
This Quarter Return
+5.95%
1 Year Return
+39.95%
3 Year Return
+125.27%
5 Year Return
–
10 Year Return
–
AUM
$407M
AUM Growth
+$407M
(-8.5%)
Cap. Flow
-$45.5M
Cap. Flow
% of AUM
-11.18%
Top 10 Holdings %
Top 10 Hldgs %
27.27%
Holding
245
New
43
Increased
28
Reduced
67
Closed
106
Top Buys
| 1 |
WEC Energy
WEC
|
$10.1M |
| 2 |
American Water Works
AWK
|
$8.95M |
| 3 |
Blackbaud
BLKB
|
$6.1M |
| 4 |
Teekay Tankers
TNK
|
$5.92M |
| 5 |
lululemon athletica
LULU
|
$5.3M |
Top Sells
| 1 |
NiSource
NI
|
$12.4M |
| 2 |
Evergy
EVRG
|
$10.5M |
| 3 |
Enphase Energy
ENPH
|
$9.18M |
| 4 |
Shift4
FOUR
|
$6.81M |
| 5 |
Patterson-UTI
PTEN
|
$6.77M |
Sector Composition
| 1 | Utilities | 26.05% |
| 2 | Technology | 14.86% |
| 3 | Healthcare | 12.97% |
| 4 | Consumer Discretionary | 7.1% |
| 5 | Industrials | 5.57% |
