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
$97.4M
AUM Growth
+$1.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
649
New
Increased
Reduced
Closed

Sector Composition

1 Technology 18.59%
2 Consumer Discretionary 12.87%
3 Healthcare 8.18%
4 Financials 5.68%
5 Consumer Staples 4.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
$8K 0.01%
575
352
$8K 0.01%
274
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$8K 0.01%
150
354
$8K 0.01%
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355
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300
356
$7K 0.01%
268
357
$7K 0.01%
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358
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113
359
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189
360
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250
361
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150
362
$7K 0.01%
100
363
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364
$7K 0.01%
99
-4
365
$6K 0.01%
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366
$6K 0.01%
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$6K 0.01%
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368
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369
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370
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371
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$6K 0.01%
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$6K 0.01%
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374
$6K 0.01%
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375
$6K 0.01%
1,433