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
$269M
AUM Growth
+$51.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1 +$9.79M
2 +$9.68M
3 +$9.06M
4
TIF
Tiffany & Co.
TIF
+$7.71M
5
INTC icon
Intel
INTC
+$6.24M

Sector Composition

1 Communication Services 16.4%
2 Energy 13.29%
3 Technology 13.23%
4 Consumer Discretionary 11.31%
5 Healthcare 9.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-92,532