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
$138M
AUM Growth
-$71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
402
New
Increased
Reduced
Closed

Sector Composition

1 Technology 11.11%
2 Financials 9.11%
3 Healthcare 7.14%
4 Consumer Staples 6.77%
5 Consumer Discretionary 6.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
-4,960
402
-4,538