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
$6.89B
AUM Growth
-$643M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1 +$49.8M
2 +$27.1M
3 +$14.9M
4
VEEV icon
Veeva Systems
VEEV
+$13.1M
5
LEGN icon
Legend Biotech
LEGN
+$7.46M

Top Sells

1 +$159M
2 +$30.6M
3 +$27.6M
4
ELV icon
Elevance Health
ELV
+$26.9M
5
DXCM icon
DexCom
DXCM
+$26.1M

Sector Composition

1 Healthcare 99.07%
2 Industrials 0.84%
3 Energy 0.03%
4 Communication Services 0.01%
5 Technology 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-44,905
177
-5,910,639
178
-12,411