BG

Bollard Group Portfolio holdings

AUM $4.22B
1-Year Est. Return 25.77%
This Quarter Est. Return
1 Year Est. Return
+25.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.03B
AUM Growth
+$46.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
270
New
Increased
Reduced
Closed

Top Buys

1 +$2.71M
2 +$2.27M
3 +$1.78M
4
RYAM icon
Rayonier Advanced Materials
RYAM
+$1.44M
5
MS icon
Morgan Stanley
MS
+$1.38M

Top Sells

1 +$1.55M
2 +$1.31M
3 +$195K
4
IBM icon
IBM
IBM
+$97.9K
5
WYNN icon
Wynn Resorts
WYNN
+$44K

Sector Composition

1 Healthcare 35.49%
2 Energy 20.69%
3 Utilities 5.3%
4 Industrials 4.14%
5 Communication Services 3.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$12K ﹤0.01%
136
252
$9K ﹤0.01%
+250
253
$7K ﹤0.01%
425
254
$5K ﹤0.01%
129
255
$3K ﹤0.01%
46
256
$0 ﹤0.01%
1
257
-200
258
-22
259
-414