BG

Bellevue Group Portfolio holdings

AUM $5.28B
1-Year Est. Return 50.12%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+50.12%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.46B
AUM Growth
-$732M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1
+$53M
2
+$23M
3
+$17.7M
4
ABBV icon
AbbVie
ABBV
+$17.5M
5
BAX icon
Baxter International
BAX
+$14.9M

Top Sells

1
+$204M
2
+$45.8M
3
+$34.7M
4
VRNA
Verona Pharma
VRNA
+$30.4M
5
TNDM icon
Tandem Diabetes Care
TNDM
+$28.2M

Sector Composition

1 Healthcare 99.87%
2 Technology 0.01%
3 Communication Services 0.01%
4 Consumer Discretionary 0%
5 Consumer Staples 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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