BB

Bell Bank Portfolio holdings

AUM $2.15B
1-Year Est. Return 12.52%
This Quarter Est. Return
1 Year Est. Return
+12.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$159M
AUM Growth
-$15.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1 +$4.18M
2 +$3.37M
3 +$3.17M
4
PPL icon
PPL Corp
PPL
+$2.58M
5
LYB icon
LyondellBasell Industries
LYB
+$2.48M

Top Sells

1 +$6.02M
2 +$5.53M
3 +$3.54M
4
AAPL icon
Apple
AAPL
+$3.32M
5
NEE icon
NextEra Energy
NEE
+$3.32M

Sector Composition

1 Technology 11.7%
2 Industrials 11.7%
3 Real Estate 11.69%
4 Healthcare 10.45%
5 Utilities 8.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-6,402
127
-52,416
128
-25,088
129
-22,668
130
-30,000
131
-3,219
132
-138,583
133
-31,718
134
-135,270
135
-55,480
136
-2,456