BAM
Bellevue Asset Management Portfolio holdings
AUM
$205M
1-Year Return
15.72%
This Quarter Return
-15.31%
1 Year Return
+15.72%
3 Year Return
+68.01%
5 Year Return
+108.98%
10 Year Return
–
AUM
$138M
AUM Growth
-$24.7M
(-15%)
Cap. Flow
-$41.5M
Cap. Flow
% of AUM
-29.96%
Top 10 Holdings %
Top 10 Hldgs %
59.91%
Holding
546
New
10
Increased
106
Reduced
49
Closed
45
Top Buys
Top Sells
| 1 |
Omeros
OMER
|
$41.9M |
| 2 |
Apple
AAPL
|
$339K |
| 3 |
Palo Alto Networks
PANW
|
$82K |
| 4 |
SPS Commerce
SPSC
|
$53K |
| 5 |
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% |
