BG
Bellevue Group Portfolio holdings
AUM
$4.54B
1-Year Return
22.5%
This Quarter Return
+7.78%
1 Year Return
+22.5%
3 Year Return
+98.22%
5 Year Return
+159.37%
10 Year Return
–
AUM
$7.01B
AUM Growth
+$119M
(+1.7%)
Cap. Flow
-$225M
Cap. Flow
% of AUM
-3.21%
Top 10 Holdings %
Top 10 Hldgs %
36.63%
Holding
168
New
9
Increased
52
Reduced
52
Closed
12
Top Buys
| 1 |
Eli Lilly
LLY
|
$39.6M |
| 2 |
Evolent Health
EVH
|
$38.1M |
| 3 |
Merck
MRK
|
$34.6M |
| 4 |
BioMarin Pharmaceuticals
BMRN
|
$27.1M |
| 5 |
Humana
HUM
|
$26.3M |
Top Sells
| 1 |
Apellis Pharmaceuticals
APLS
|
$53.8M |
| 2 |
Sarepta Therapeutics
SRPT
|
$51.1M |
| 3 |
HCA Healthcare
HCA
|
$43.5M |
| 4 |
Intuitive Surgical
ISRG
|
$43.3M |
| 5 |
Boston Scientific
BSX
|
$42.1M |
Sector Composition
| 1 | Healthcare | 99.05% |
| 2 | Industrials | 0.87% |
| 3 | Energy | 0.03% |
| 4 | Communication Services | 0.01% |
| 5 | Technology | 0% |
