BC

Blackhill Capital Portfolio holdings

AUM $1.73B
1-Year Est. Return 14.57%
This Quarter Est. Return
1 Year Est. Return
+14.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.74B
AUM Growth
+$125M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1 +$3.11M
2 +$2.23M
3 +$1.97M
4
KVUE icon
Kenvue
KVUE
+$489K
5
BAX icon
Baxter International
BAX
+$167K

Sector Composition

1 Consumer Discretionary 69.9%
2 Healthcare 18.32%
3 Technology 6.37%
4 Financials 1.37%
5 Industrials 1.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$33.4K ﹤0.01%
120
52
$26.3K ﹤0.01%
253
53
-5,000