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
$176M
AUM Growth
+$63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
469
New
Increased
Reduced
Closed

Top Buys

1 +$5.45M
2 +$738K
3 +$420K
4
AMZN icon
Amazon
AMZN
+$399K
5
MSFT icon
Microsoft
MSFT
+$324K

Sector Composition

1 Technology 43.96%
2 Consumer Discretionary 7.35%
3 Consumer Staples 4.12%
4 Healthcare 2.71%
5 Financials 2.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$27.1K 0.02%
1,713
+10
202
$26.9K 0.02%
150
203
$26.1K 0.01%
600
204
$25.9K 0.01%
1,152
+3
205
$25.4K 0.01%
121
+4
206
$25.4K 0.01%
138
207
$25.3K 0.01%
686
+7
208
$25.1K 0.01%
554
+2
209
$25.1K 0.01%
200
210
$24.7K 0.01%
324
211
$24.6K 0.01%
425
+3
212
$24.3K 0.01%
600
213
$24.2K 0.01%
192
214
$24.1K 0.01%
715
215
$23.6K 0.01%
158
216
$22.4K 0.01%
240
217
$21.8K 0.01%
1,430
218
$21.4K 0.01%
335
219
$21.1K 0.01%
70
220
$20.9K 0.01%
289
+1
221
$20.5K 0.01%
397
222
$20.3K 0.01%
506
+103
223
$20K 0.01%
220
224
$19.3K 0.01%
101
+1
225
$19K 0.01%
200