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
$364M
AUM Growth
-$30.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1 +$6.29M
2 +$5.02M
3 +$4.81M
4
TWLO icon
Twilio
TWLO
+$4.44M
5
RH icon
RH
RH
+$3.32M

Top Sells

1 +$9.73M
2 +$6.79M
3 +$6.6M
4
MSFT icon
Microsoft
MSFT
+$5.18M
5
TDOC icon
Teladoc Health
TDOC
+$4.67M

Sector Composition

1 Technology 21.15%
2 Healthcare 12.87%
3 Communication Services 11.65%
4 Consumer Discretionary 11.04%
5 Financials 8.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-556
102
-41,074