BFIC

Bedell Frazier Investment Counselling Portfolio holdings

AUM $397M
1-Year Est. Return 18%
This Quarter Est. Return
1 Year Est. Return
+18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$341M
AUM Growth
+$58.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1 +$8.18M
2 +$7.88M
3 +$7.86M
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$7.67M
5
URI icon
United Rentals
URI
+$7.49M

Top Sells

1 +$7.48M
2 +$6.9M
3 +$3.22M
4
AMZN icon
Amazon
AMZN
+$3.19M
5
COP icon
ConocoPhillips
COP
+$2.76M

Sector Composition

1 Consumer Discretionary 13.23%
2 Energy 12.32%
3 Technology 11.79%
4 Communication Services 10.19%
5 Healthcare 7.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$261K 0.08%
1,594
-14
52
$253K 0.07%
5,080
-138,630
53
$234K 0.07%
5,600
54
$232K 0.07%
2,230
55
$200K 0.06%
+3,067
56
-124,525
57
-58,840