BAIA
Bel Air Investment Advisors Portfolio holdings
AUM
$3.27B
This Quarter Return
+0.4%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$683M
AUM Growth
–
Cap. Flow
+$683M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
38.21%
Holding
109
New
109
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Procter & Gamble
PG
|
$31.6M |
| 2 |
Johnson & Johnson
JNJ
|
$28.8M |
| 3 |
Apple
AAPL
|
$27.2M |
| 4 |
Merck
MRK
|
$26.7M |
| 5 |
Coca-Cola
KO
|
$25.9M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 22.16% |
| 2 | Healthcare | 15.86% |
| 3 | Consumer Staples | 14.78% |
| 4 | Financials | 9.72% |
| 5 | Energy | 9.64% |
