BG

Bellevue Group Portfolio holdings

AUM $4.54B
1-Year Est. Return 22.5%
This Quarter Est. Return
1 Year Est. Return
+22.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.01B
AUM Growth
+$52.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1 +$18.9M
2 +$13.5M
3 +$12.7M
4
ESPR icon
Esperion Therapeutics
ESPR
+$11.9M
5
FIT
Fitbit, Inc. Class A common stock
FIT
+$11.7M

Top Sells

1 +$20.4M
2 +$11.6M
3 +$10.6M
4
TEVA icon
Teva Pharmaceuticals
TEVA
+$9.94M
5
THC icon
Tenet Healthcare
THC
+$9.34M

Sector Composition

1 Healthcare 95.24%
2 Industrials 0.39%
3 Financials 0.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-10,000
127
-13,500
128
-11,675
129
-1,920
130
-241,262
131
-53,387
132
0
133
-10,628
134
-616,796
135
-17,200
136
-6,420
137
-794,062
138
-13,026
139
-10,200
140
-41,900