BG
Bellevue Group Portfolio holdings
AUM
$4.54B
1-Year Return
22.5%
This Quarter Return
-6.91%
1 Year Return
+22.5%
3 Year Return
+98.22%
5 Year Return
+159.37%
10 Year Return
–
AUM
$488M
AUM Growth
-$65.2M
(-12%)
Cap. Flow
-$18.1M
Cap. Flow
% of AUM
-3.71%
Top 10 Holdings %
Top 10 Hldgs %
32.78%
Holding
126
New
4
Increased
19
Reduced
35
Closed
4
Top Buys
| 1 |
Incyte
INCY
|
$5.96M |
| 2 |
BCR
CR Bard Inc.
BCR
|
$5.86M |
| 3 |
Danaher
DHR
|
$5.76M |
| 4 |
AKRX
Akorn, Inc.
AKRX
|
$4.54M |
| 5 |
Edwards Lifesciences
EW
|
$3.75M |
Top Sells
| 1 |
Cardinal Health
CAH
|
$6.78M |
| 2 |
Illumina
ILMN
|
$5.21M |
| 3 |
AMSG
Amsurg Corp
AMSG
|
$4.79M |
| 4 |
Stryker
SYK
|
$3.04M |
| 5 |
Cigna
CI
|
$2.93M |
Sector Composition
| 1 | Healthcare | 91.87% |
| 2 | Financials | 0.42% |