BG

Bellevue Group Portfolio holdings

AUM $4.81B
1-Year Est. Return 29.28%
This Quarter Est. Return
1 Year Est. Return
+29.28%
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
+$8.11M
2
+$6.25M
3
+$6.23M
4
AMSG
Amsurg Corp
AMSG
+$5.74M
5
HOLX icon
Hologic
HOLX
+$5.44M

Top Sells

1
+$6.99M
2
+$6.41M
3
+$5.64M
4
BIIB icon
Biogen
BIIB
+$5.33M
5
STJ
St Jude Medical
STJ
+$4.84M

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
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-93,400
129
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130
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131
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-11,250
132
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-30,000
133
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-26,953
134
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-52,500
135
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-281,000
136
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-100,000
137
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-2,294
138
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-50,000
139
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-1,875
2 3 4 5
6