BG
Bollard Group Portfolio holdings
AUM
$4.22B
This Quarter Return
+16.38%
1 Year Return
+25.77%
3 Year Return
+123.03%
5 Year Return
+181.1%
10 Year Return
+451.12%
AUM
$1.46B
AUM Growth
+$1.46B
(+18%)
Cap. Flow
+$52.6M
Cap. Flow
% of AUM
3.59%
Top 10 Holdings %
Top 10 Hldgs %
67.23%
Holding
266
New
5
Increased
175
Reduced
8
Closed
8
Top Buys
| 1 |
Boston Scientific
BSX
|
$181M |
| 2 |
Amazon
AMZN
|
$5.83M |
| 3 |
Abbott
ABT
|
$4.21M |
| 4 |
AGN
Allergan plc
AGN
|
$2.31M |
| 5 |
Chipotle Mexican Grill
CMG
|
$1.93M |
Top Sells
Sector Composition
| 1 | Healthcare | 58.41% |
| 2 | Energy | 12.88% |
| 3 | Utilities | 5.3% |
| 4 | Consumer Staples | 4.25% |
| 5 | Communication Services | 3.79% |
