BA
BKS Advisors Portfolio holdings
AUM
$249M
This Quarter Return
+5.8%
1 Year Return
+14.38%
3 Year Return
+58.01%
5 Year Return
–
10 Year Return
–
AUM
$210M
AUM Growth
–
Cap. Flow
+$210M
Cap. Flow
% of AUM
99.75%
Top 10 Holdings %
Top 10 Hldgs %
30.57%
Holding
164
New
162
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Palo Alto Networks
PANW
|
$9.24M |
| 2 |
CELG
Celgene Corp
CELG
|
$8.05M |
| 3 |
MNK
MALLINCKRODT PUBLIC LIMITED COMPANY
MNK
|
$7.09M |
| 4 |
HAR
Harman International Industries
HAR
|
$6.78M |
| 5 |
Under Armour
UAA
|
$6.27M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 16.92% |
| 2 | Healthcare | 12.71% |
| 3 | Consumer Discretionary | 8.83% |
| 4 | Communication Services | 8.11% |
| 5 | Financials | 7.49% |
