BG

Bellevue Group Portfolio holdings

AUM $4.54B
1-Year Est. Return 22.5%
This Quarter Est. Return
1 Year Est. Return
+22.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$551M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1 +$21.4M
2 +$21.1M
3 +$20.7M
4
BIIB icon
Biogen
BIIB
+$19.9M
5
ABT icon
Abbott
ABT
+$16M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 93%
2 Financials 1.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$131K 0.02%
+45,000
127
$102K 0.02%
+1,100
128
$56K 0.01%
+111
129
$9K ﹤0.01%
+1,875
130
$1K ﹤0.01%
+2,294