BG
Bollard Group Portfolio holdings
AUM
$4.22B
1-Year Return
25.77%
This Quarter Return
+6.93%
1 Year Return
+25.77%
3 Year Return
+123.03%
5 Year Return
+181.1%
10 Year Return
+451.12%
AUM
$2.85B
AUM Growth
+$169M
(+6.3%)
Cap. Flow
+$16.5M
Cap. Flow
% of AUM
0.58%
Top 10 Holdings %
Top 10 Hldgs %
65.16%
Holding
451
New
10
Increased
153
Reduced
16
Closed
14
Top Buys
| 1 |
Gartner
IT
|
$5.37M |
| 2 |
Lemonade
LMND
|
$3.18M |
| 3 |
Boston Scientific
BSX
|
$2.99M |
| 4 |
Trade Desk
TTD
|
$2.97M |
| 5 |
TC Energy
TRP
|
$2.77M |
Top Sells
| 1 |
DraftKings
DKNG
|
$25M |
| 2 |
Eli Lilly
LLY
|
$4.59M |
| 3 |
STAAR Surgical
STAA
|
$1.43M |
| 4 |
BPMC
Blueprint Medicines
BPMC
|
$1.12M |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
$564K |
Sector Composition
| 1 | Healthcare | 46.71% |
| 2 | Consumer Discretionary | 8.55% |
| 3 | Technology | 8.03% |
| 4 | Communication Services | 7.66% |
| 5 | Financials | 6.93% |
