BBPWM
Blue Bell Private Wealth Management Portfolio holdings
AUM
$682M
1-Year Est. Return
16.52%
This Fund
S&P 500
1 Year Est. Return
+16.52%
AUM
$484M
AUM Growth
+$18.1M
(+3.9%)
Holding
744
Top Buys
| 1 | +$1.32M | |
| 2 | +$1.15M | |
| 3 | +$988K | |
| 4 |
RMT
Royce Micro-Cap Trust
RMT
|
+$832K |
| 5 |
MEGI
MainStay CBRE Global Infrastructure Megatrends Term Fund
MEGI
|
+$804K |
Top Sells
| 1 | +$3.69M | |
| 2 | +$1.8M | |
| 3 | +$1.66M | |
| 4 |
EMO
ClearBridge Energy Midstream Opportunity Fund
EMO
|
+$1.07M |
| 5 |
CTR
ClearBridge MLP and Midstream Total Return Fund Inc.
CTR
|
+$683K |
Sector Composition
| 1 | Financials | 3.77% |
| 2 | Technology | 2.1% |
| 3 | Healthcare | 0.55% |
| 4 | Communication Services | 0.54% |
| 5 | Industrials | 0.51% |