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
$1.01K﹤0.01%
+5
New
+$1.01K
$1.01K﹤0.01%
+70
New
+$1.01K
-20
Closed
-$1.02K
-131
Closed
-$4.48K
-30
Closed
-$2.51K
-176
Closed
-$3.27K
-40
Closed
-$1.36K
-50
Closed
-$1.07K
-29
Closed
-$6.99K
-43
Closed
-$4.86K
-97
Closed
-$50.5K
-124
Closed
-$1.86K
-177
Closed
-$10.8K
-200
Closed
-$1.04K
-85
Closed
-$1.15K
-23
Closed
-$1.88K
-50
Closed
-$5.8K
-88
Closed
-$1.07K
-1,661
Closed
-$27.9K
-6
Closed
-$1.12K
-27
Closed
-$1.55K
-300
Closed
-$4.38K
-31
Closed
-$8.92K
-31
Closed
-$8.92K
-42
Closed
-$6.9K