BG
Bellevue Group Portfolio holdings
AUM
$4.54B
1-Year Return
22.5%
This Quarter Return
-4.41%
1 Year Return
+22.5%
3 Year Return
+98.22%
5 Year Return
+159.37%
10 Year Return
–
AUM
$6.21B
AUM Growth
-$804M
(-11%)
Cap. Flow
-$160M
Cap. Flow
% of AUM
-2.57%
Top 10 Holdings %
Top 10 Hldgs %
40.63%
Holding
166
New
10
Increased
38
Reduced
80
Closed
12
Top Buys
| 1 |
Elevance Health
ELV
|
$31.1M |
| 2 |
UnitedHealth
UNH
|
$24.2M |
| 3 |
Cigna
CI
|
$21.5M |
| 4 |
Humana
HUM
|
$20.8M |
| 5 |
Apellis Pharmaceuticals
APLS
|
$10.5M |
Top Sells
| 1 |
Medtronic
MDT
|
$60.3M |
| 2 |
Inspire Medical Systems
INSP
|
$56.9M |
| 3 |
Vertex Pharmaceuticals
VRTX
|
$32.8M |
| 4 |
Charles River Laboratories
CRL
|
$16.7M |
| 5 |
Thermo Fisher Scientific
TMO
|
$15M |
Sector Composition
| 1 | Healthcare | 99.13% |
| 2 | Industrials | 0.77% |
| 3 | Energy | 0.04% |
| 4 | Communication Services | 0.01% |
| 5 | Technology | 0% |
