BG

Bollard Group Portfolio holdings

AUM $4.04B
1-Year Est. Return 15.82%
This Quarter Est. Return
1 Year Est. Return
+15.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.72B
AUM Growth
-$223M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
686
New
Increased
Reduced
Closed

Top Buys

1
+$35.7M
2
+$7.99M
3
+$1.73M
4
FLYW icon
Flywire
FLYW
+$1.54M
5
DHR icon
Danaher
DHR
+$1.04M

Top Sells

1
+$51.6M
2
+$47.6M
3
+$22.4M
4
BSX icon
Boston Scientific
BSX
+$17.4M
5
AEP icon
American Electric Power
AEP
+$9.6M

Sector Composition

1 Healthcare 54.71%
2 Energy 9.02%
3 Technology 8.75%
4 Utilities 4.99%
5 Industrials 4.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$14K ﹤0.01%
37
252
$14K ﹤0.01%
555
+6
253
$14K ﹤0.01%
35
254
$14K ﹤0.01%
200
255
$13K ﹤0.01%
69
-400
256
$13K ﹤0.01%
197
257
$12K ﹤0.01%
23
-30
258
$12K ﹤0.01%
360
+43
259
$12K ﹤0.01%
303
+1
260
$12K ﹤0.01%
159
+2
261
$11K ﹤0.01%
22
262
$11K ﹤0.01%
178
+5
263
$11K ﹤0.01%
116
+1
264
$11K ﹤0.01%
30
265
$10K ﹤0.01%
156
+1
266
$10K ﹤0.01%
164
267
$10K ﹤0.01%
2,112
268
$10K ﹤0.01%
915
+14
269
$9K ﹤0.01%
198
-75
270
$9K ﹤0.01%
94
271
$9K ﹤0.01%
187
+2
272
$9K ﹤0.01%
101
+1
273
$9K ﹤0.01%
107
274
$9K ﹤0.01%
206
275
$9K ﹤0.01%
72
9 10
11
12 13