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

Top Buys

1
+$49.2M
2
+$30.7M
3
+$15.6M
4
VEEV icon
Veeva Systems
VEEV
+$14.1M
5
LEGN icon
Legend Biotech
LEGN
+$7.35M

Top Sells

1
+$159M
2
+$27.3M
3
+$27.1M
4
CI icon
Cigna
CI
+$26.9M
5
ELV icon
Elevance Health
ELV
+$26M

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
– –
-34,881
177
– –
-170
178
– –
-662
4 5 6 7
8