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
$6.17B
AUM Growth
+$18.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1 +$25.8M
2 +$23.3M
3 +$16.4M
4
ABT icon
Abbott
ABT
+$15.1M
5
TNDM icon
Tandem Diabetes Care
TNDM
+$13M

Top Sells

1 +$36.6M
2 +$34.7M
3 +$33.2M
4
ARGX icon
argenx
ARGX
+$29.8M
5
ALNY icon
Alnylam Pharmaceuticals
ALNY
+$28.8M

Sector Composition

1 Healthcare 99.93%
2 Industrials 0.04%
3 Communication Services 0.02%
4 Technology 0.01%
5 Consumer Discretionary 0.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-3,350
177
-855,293