BAM

Bellevue Asset Management Portfolio holdings

AUM $205M
This Quarter Return
-4.61%
1 Year Return
+15.72%
3 Year Return
+68.01%
5 Year Return
+108.98%
10 Year Return
AUM
$183M
AUM Growth
-$10.4M
Cap. Flow
-$845K
Cap. Flow %
-0.46%
Top 10 Hldgs %
65.99%
Holding
510
New
21
Increased
107
Reduced
70
Closed
33
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
$2K﹤0.01% 51
$1.99K﹤0.01% 15
+4
+36%
+$531
$1.96K﹤0.01% 36
$1.95K﹤0.01% 100
$1.87K﹤0.01% 32
+11
+52%
+$642
$1.87K﹤0.01% 25
$1.81K﹤0.01% 35
$1.81K﹤0.01% 35
$1.8K﹤0.01% 180
$1.76K﹤0.01%
+12
New
+$1.76K
$1.75K﹤0.01% 23
$1.75K﹤0.01% 18
$1.7K﹤0.01% 6
$1.69K﹤0.01% 15
$1.68K﹤0.01% 64
$1.65K﹤0.01% 21
$1.63K﹤0.01%
+51
New
+$1.63K
$1.63K﹤0.01% 51
$1.57K﹤0.01% 25
$1.56K﹤0.01% 8
$1.56K﹤0.01% 108
$1.53K﹤0.01%
+5
New
+$1.53K
$1.48K﹤0.01% 21
$1.4K﹤0.01%
+16
New
+$1.4K
$1.39K﹤0.01%
+74
New
+$1.39K