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

Top Buys

1
+$35.2M
2
+$32.7M
3
+$27.9M
4
PODD icon
Insulet
PODD
+$25.5M
5
RMD icon
ResMed
RMD
+$25.5M

Top Sells

1
+$56.7M
2
+$45.6M
3
+$43.4M
4
BSX icon
Boston Scientific
BSX
+$42.4M
5
HUM icon
Humana
HUM
+$36.2M

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
– –
-29,200
177
– –
-19,100
178
– –
-105,786
4 5 6 7
8