BI

BlueSpruce Investments Portfolio holdings

AUM $4.35B
1-Year Est. Return 12.6%
This Quarter Est. Return
1 Year Est. Return
+12.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$347M
AUM Growth
-$41.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Sector Composition

1 Financials 34.55%
2 Communication Services 18.81%
3 Technology 14.43%
4 Consumer Staples 8.25%
5 Materials 6.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-31,427