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
$488M
AUM Growth
-$65.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1 +$5.96M
2 +$5.86M
3 +$5.76M
4
AKRX
Akorn Inc
AKRX
+$4.54M
5
EW icon
Edwards Lifesciences
EW
+$3.75M

Top Sells

1 +$6.78M
2 +$5.21M
3 +$4.79M
4
SYK icon
Stryker
SYK
+$3.04M
5
CI icon
Cigna
CI
+$2.93M

Sector Composition

1 Healthcare 91.87%
2 Financials 0.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-71,400