BI

BlueSpruce Investments Portfolio holdings

AUM $3.92B
1-Year Est. Return 13.37%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$198M
AUM Growth
-$10M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1 +$19.7M
2 +$15.1M
3 +$10.5M
4
DSU icon
BlackRock Debt Strategies Fund
DSU
+$6.49M
5
VRSK icon
Verisk Analytics
VRSK
+$5.97M

Sector Composition

1 Financials 22.08%
2 Communication Services 16.48%
3 Technology 13.54%
4 Industrials 13.36%
5 Consumer Discretionary 9.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-198,635