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

Top Buys

1 +$28.3M
2 +$19.8M
3 +$19.6M
4
ABT icon
Abbott
ABT
+$15.7M
5
INSP icon
Inspire Medical Systems
INSP
+$14.8M

Top Sells

1 +$36.5M
2 +$36.2M
3 +$32M
4
CRL icon
Charles River Laboratories
CRL
+$31.4M
5
ALNY icon
Alnylam Pharmaceuticals
ALNY
+$30.5M

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