BW

Bison Wealth Portfolio holdings

AUM $454M
1-Year Est. Return 22.76%
This Quarter Est. Return
1 Year Est. Return
+22.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$255M
AUM Growth
+$80.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
382
New
Increased
Reduced
Closed

Top Buys

1 +$6.07M
2 +$4.33M
3 +$2.63M
4
AMT icon
American Tower
AMT
+$2.49M
5
UNH icon
UnitedHealth
UNH
+$2.48M

Sector Composition

1 Technology 15.98%
2 Financials 12.93%
3 Healthcare 10.57%
4 Consumer Discretionary 8.05%
5 Industrials 7.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
-30
352
-2
353
-3
354
-31
355
-2,910
356
-603
357
-4,072
358
-1,016
359
-2,202
360
-144
361
-378
362
-766
363
-372
364
-200
365
-74
366
-75
367
-1,840
368
-100
369
-440
370
-700
371
-2,769
372
-3,276
373
-366
374
-251
375
-5,070