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
$6.15B
AUM Growth
-$403M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1
+$32.9M
2
+$30.9M
3
+$29M
4
PODD icon
Insulet
PODD
+$28.6M
5
REGN icon
Regeneron Pharmaceuticals
REGN
+$26.5M

Top Sells

1
+$75M
2
+$63.3M
3
+$51.2M
4
BSX icon
Boston Scientific
BSX
+$44.6M
5
HUM icon
Humana
HUM
+$40M

Sector Composition

1 Healthcare 99.91%
2 Industrials 0.05%
3 Communication Services 0.02%
4 Technology 0.02%
5 Consumer Discretionary 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
– –
-7,900
177
– –
-6,660
178
– –
-29,200
4 5 6 7
8