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
$411M
AUM Growth
+$46.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1 +$14.4M
2 +$7.63M
3 +$7.56M
4
LUV icon
Southwest Airlines
LUV
+$5.76M
5
BAC.PRL icon
Bank of America Series L
BAC.PRL
+$2.76M

Top Sells

1 +$5.58M
2 +$3.4M
3 +$1.85M
4
DOCU
DocuSign
DOCU
+$1.36M
5
NKE icon
Nike
NKE
+$1.16M

Sector Composition

1 Technology 18.94%
2 Healthcare 12.76%
3 Consumer Discretionary 11.63%
4 Industrials 8.44%
5 Communication Services 7.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-8,447