BG

Bellevue Group Portfolio holdings

AUM $5.28B
1-Year Est. Return 50.12%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+50.12%
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 +$21.7M
2 +$21M
3 +$20.8M
4
BIIB icon
Biogen
BIIB
+$20.2M
5
AMGN icon
Amgen
AMGN
+$15.3M

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