BCP
Berkeley Capital Partners Portfolio holdings
AUM
$424M
1-Year Est. Return
16.54%
This Fund
S&P 500
1 Year Est. Return
+16.54%
AUM
$363M
AUM Growth
+$3.88M
(+1.1%)
Holding
181
Top Buys
| 1 | +$1.49M | |
| 2 | +$1.11M | |
| 3 | +$1.09M | |
| 4 |
Medtronic
MDT
|
+$1.08M |
| 5 |
BCE
BCE
|
+$988K |
Top Sells
| 1 | +$1.74M | |
| 2 | +$1.51M | |
| 3 | +$1.2M | |
| 4 |
State Street Communication Services Select Sector SPDR ETF
XLC
|
+$1.16M |
| 5 |
Travelers Companies
TRV
|
+$1.03M |
Sector Composition
| 1 | Technology | 6.02% |
| 2 | Healthcare | 4.61% |
| 3 | Financials | 4.21% |
| 4 | Consumer Staples | 4.21% |
| 5 | Consumer Discretionary | 3.37% |