BFIC

Bedell Frazier Investment Counselling Portfolio holdings

AUM $487M
1-Year Est. Return 21.88%
This Quarter Est. Return
1 Year Est. Return
+21.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$271M
AUM Growth
+$22.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1 +$5.7M
2 +$4.54M
3 +$4.36M
4
LMT icon
Lockheed Martin
LMT
+$3.78M
5
AMD icon
Advanced Micro Devices
AMD
+$2.99M

Top Sells

1 +$5.35M
2 +$5.07M
3 +$4.05M
4
GILD icon
Gilead Sciences
GILD
+$3.6M
5
ABBV icon
AbbVie
ABBV
+$3.54M

Sector Composition

1 Technology 21.11%
2 Communication Services 13.39%
3 Healthcare 11.17%
4 Consumer Discretionary 8.37%
5 Financials 6.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-8,054