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
$2.85B
AUM Growth
+$169M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
451
New
Increased
Reduced
Closed

Top Buys

1 +$5.37M
2 +$3.18M
3 +$2.99M
4
TTD icon
Trade Desk
TTD
+$2.96M
5
TRP icon
TC Energy
TRP
+$2.77M

Top Sells

1 +$25M
2 +$4.59M
3 +$1.43M
4
BPMC
Blueprint Medicines
BPMC
+$1.12M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$564K

Sector Composition

1 Healthcare 46.71%
2 Consumer Discretionary 8.55%
3 Technology 8.03%
4 Communication Services 7.66%
5 Financials 6.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
451
$0 ﹤0.01%
18