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
$531M
AUM Growth
-$19.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1 +$8.09M
2 +$5.81M
3 +$5.72M
4
ABMD
Abiomed Inc
ABMD
+$5.69M
5
HOLX icon
Hologic
HOLX
+$5.45M

Top Sells

1 +$6.82M
2 +$6.76M
3 +$5.81M
4
SUPN icon
Supernus Pharmaceuticals
SUPN
+$4.91M
5
INSY
Insys Therapeutics, Inc.
INSY
+$4.49M

Sector Composition

1 Healthcare 92.67%
2 Financials 0.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
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127
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128
-93,400
129
-45,000
130
-35,000
131
-11,250
132
-30,000
133
-26,953
134
-52,500
135
-281,000
136
-100,000
137
-2,294
138
-50,000
139
-1,875