BG
Bollard Group Portfolio holdings
AUM
$4.22B
1-Year Return
25.77%
This Quarter Return
+9.77%
1 Year Return
+25.77%
3 Year Return
+123.03%
5 Year Return
+181.1%
10 Year Return
+451.12%
AUM
$2.78B
AUM Growth
+$230M
(+9%)
Cap. Flow
+$32.3M
Cap. Flow
% of AUM
1.16%
Top 10 Holdings %
Top 10 Hldgs %
66.17%
Holding
474
New
12
Increased
104
Reduced
81
Closed
29
Top Buys
| 1 |
DraftKings
DKNG
|
$29.1M |
| 2 |
Rocket Companies
RKT
|
$9.97M |
| 3 |
DocuSign
DOCU
|
$6.33M |
| 4 |
Match Group
MTCH
|
$6.17M |
| 5 |
AKUS
Akouos, Inc. Common Stock
AKUS
|
$2.29M |
Top Sells
| 1 |
Boston Scientific
BSX
|
$14.9M |
| 2 |
IAC Inc
IAC
|
$6.56M |
| 3 |
iShares Russell 2000 ETF
IWM
|
$1.45M |
| 4 |
Lowe's Companies
LOW
|
$707K |
| 5 |
Nike
NKE
|
$643K |
Sector Composition
| 1 | Healthcare | 48.09% |
| 2 | Consumer Discretionary | 11.55% |
| 3 | Communication Services | 7.19% |
| 4 | Technology | 6.8% |
| 5 | Utilities | 6.75% |
