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BFIC

Bedell Frazier Investment Counselling Portfolio holdings

AUM $495M
1-Year Est. Return 29.32%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.32%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$263M
AUM Growth
+$9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$17.7M
2
+$7.75M
3
+$6.99M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$6.23M
5
JWN
Nordstrom
JWN
+$6.05M

Top Sells

1
+$7.51M
2
+$6.41M
3
+$6.14M
4
AAPL icon
Apple
AAPL
+$5.81M
5
IBM icon
IBM
IBM
+$5.06M

Sector Composition

1 Consumer Discretionary 17.02%
2 Energy 14.59%
3 Communication Services 14.13%
4 Healthcare 10.97%
5 Industrials 10.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-103,507
52
– –
-328,850
53
– –
-14,370
54
– –
-31,913
55
– –
-151,595
56
– –
-3,560
1 2
3