BAM

Bellevue Asset Management Portfolio holdings

AUM $217M
1-Year Est. Return 18.84%
This Quarter Est. Return
1 Year Est. Return
+18.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$138M
AUM Growth
-$24.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
546
New
Increased
Reduced
Closed

Top Sells

1 +$41.9M
2 +$339K
3 +$82K
4
SPSC icon
SPS Commerce
SPSC
+$53K
5
XOM icon
Exxon Mobil
XOM
+$51.8K

Sector Composition

1 Technology 36.2%
2 Consumer Discretionary 7.99%
3 Healthcare 5.09%
4 Consumer Staples 4.24%
5 Financials 2.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
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$7K 0.01%
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85