BFIC

Bedell Frazier Investment Counselling Portfolio holdings

AUM $518M
1-Year Est. Return 29.33%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$202M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1 +$23.1M
2 +$9.94M
3 +$9.67M
4
IBM icon
IBM
IBM
+$9.32M
5
TGT icon
Target
TGT
+$6.29M

Top Sells

No sells this quarter

Sector Composition

1 Technology 18.79%
2 Energy 18.5%
3 Communication Services 12.01%
4 Healthcare 7.56%
5 Consumer Discretionary 6.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$286K 0.14%
+2,450
52
$220K 0.11%
+19,426