BLM

Bennett Lawrence Management Portfolio holdings

AUM $309M
1-Year Est. Return 21.5%
This Quarter Est. Return
1 Year Est. Return
+21.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$524M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1 +$18.8M
2 +$18.7M
3 +$18.4M
4
PCYC
PHARMACYCLICS INC
PCYC
+$17.1M
5
ONXX
ONYX PHARMACEUTICALS INC
ONXX
+$15.5M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 25.55%
2 Technology 18.8%
3 Industrials 17.26%
4 Communication Services 6.67%
5 Healthcare 5.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$1.04M 0.2%
+36,900
77
$894K 0.17%
+33,450
78
$754K 0.14%
+3,221
79
$752K 0.14%
+34,700
80
$592K 0.11%
+15,550
81
$373K 0.07%
+4,155
82
$290K 0.06%
+6,550