BBPWM

Blue Bell Private Wealth Management Portfolio holdings

AUM $658M
1-Year Est. Return 14.75%
This Quarter Est. Return
1 Year Est. Return
+14.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$172M
AUM Growth
+$5.03M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
454
New
Increased
Reduced
Closed

Sector Composition

1 Financials 2.18%
2 Industrials 2.13%
3 Healthcare 1.77%
4 Technology 1.35%
5 Consumer Staples 1.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
451
$0 ﹤0.01%
+1
452
-1,880