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
$3.54B
AUM Growth
+$238M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
307
New
Increased
Reduced
Closed

Top Buys

1 +$3.74M
2 +$2.84M
3 +$1.83M
4
CAT icon
Caterpillar
CAT
+$1.62M
5
AMZN icon
Amazon
AMZN
+$1.48M

Top Sells

1 +$25.8M
2 +$1.96M
3 +$1.52M
4
SYY icon
Sysco
SYY
+$1.29M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.27M

Sector Composition

1 Healthcare 57.06%
2 Technology 9.3%
3 Energy 7.6%
4 Consumer Discretionary 4.68%
5 Utilities 4.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$6K ﹤0.01%
2,112
277
$5K ﹤0.01%
141
278
$5K ﹤0.01%
1,570
279
$4K ﹤0.01%
184
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44
+1
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+21
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24
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287
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8
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$0 ﹤0.01%
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0
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$0 ﹤0.01%
3