BG
Bollard Group Portfolio holdings
AUM
$4.22B
1-Year Return
25.77%
This Quarter Return
+7.08%
1 Year Return
+25.77%
3 Year Return
+123.03%
5 Year Return
+181.1%
10 Year Return
+451.12%
AUM
$2.9B
AUM Growth
+$253M
(+9.6%)
Cap. Flow
+$81.5M
Cap. Flow
% of AUM
2.81%
Top 10 Holdings %
Top 10 Hldgs %
65.67%
Holding
271
New
5
Increased
165
Reduced
26
Closed
17
Top Buys
| 1 |
Kimberly-Clark
KMB
|
$5.27M |
| 2 |
Coca-Cola
KO
|
$5.2M |
| 3 |
Intuit
INTU
|
$5.04M |
| 4 |
Analog Devices
ADI
|
$4.97M |
| 5 |
XLNX
Xilinx Inc
XLNX
|
$4.36M |
Top Sells
| 1 |
CarGurus
CARG
|
$10.2M |
| 2 |
Eli Lilly
LLY
|
$4.02M |
| 3 |
BPMC
Blueprint Medicines
BPMC
|
$3.79M |
| 4 |
Boston Scientific
BSX
|
$2.8M |
| 5 |
Bristol-Myers Squibb
BMY
|
$2.61M |
Sector Composition
| 1 | Healthcare | 53.05% |
| 2 | Energy | 7.71% |
| 3 | Consumer Discretionary | 6.05% |
| 4 | Utilities | 5.81% |
| 5 | Technology | 5.71% |
