BB

Bell Bank Portfolio holdings

AUM $2.34B
1-Year Est. Return 17.49%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.49%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$325M
AUM Growth
+$1.89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1 +$2.6M
2 +$2.3M
3 +$1.46M
4
BLUE
bluebird bio
BLUE
+$287K
5
NBR icon
Nabors Industries
NBR
+$247K

Top Sells

1 +$3.64M
2 +$1.97M
3 +$1.59M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.53M
5
WM icon
Waste Management
WM
+$1.35M

Sector Composition

1 Technology 9.52%
2 Industrials 5.44%
3 Real Estate 5.22%
4 Consumer Discretionary 5.06%
5 Healthcare 5.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-2,851