BAM
Bellevue Asset Management Portfolio holdings
AUM
$205M
This Quarter Return
+6.44%
1 Year Return
+15.72%
3 Year Return
+68.01%
5 Year Return
+108.98%
10 Year Return
–
AUM
$129M
AUM Growth
+$129M
(+0.49%)
Cap. Flow
+$2.92M
Cap. Flow
% of AUM
2.26%
Top 10 Holdings %
Top 10 Hldgs %
68.41%
Holding
507
New
12
Increased
70
Reduced
69
Closed
27
Top Buys
Top Sells
Sector Composition
| 1 | Technology | 37.74% |
| 2 | Consumer Discretionary | 8.53% |
| 3 | Consumer Staples | 4.42% |
| 4 | Healthcare | 4.27% |
| 5 | Financials | 2.84% |