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
$1.82B
AUM Growth
+$366M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$19.6M
2
+$17.1M
3
+$16.7M
4
BMY icon
Bristol-Myers Squibb
BMY
+$9.97M
5
AVDR
Avedro, Inc Common Stock
AVDR
+$9.2M

Top Sells

1
+$60.4M
2
+$6.49M
3
+$5.79M
4
MGNX icon
MacroGenics
MGNX
+$4.97M
5
INSM icon
Insmed
INSM
+$4.35M

Sector Composition

1 Healthcare 91.36%
2 Industrials 1.12%
3 Technology 0.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-59,146
152
– –
-14,300
153
– –
-16,000
154
– –
-8,600
3 4 5 6
7