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
$126M
AUM Growth
-$9.02M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1 +$3.09M
2 +$2.03M
3 +$2.01M
4
SDIV icon
Global X SuperDividend ETF
SDIV
+$1.11M
5
WEC icon
WEC Energy
WEC
+$1.02M

Sector Composition

1 Utilities 12.43%
2 Financials 10.57%
3 Healthcare 10.47%
4 Industrials 9.74%
5 Technology 8.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-10,959
152
-2,666
153
-32,706
154
-13,783
155
-4,267