BG
Bollard Group Portfolio holdings
AUM
$4.22B
1-Year Return
25.77%
This Quarter Return
+2.96%
1 Year Return
+25.77%
3 Year Return
+123.03%
5 Year Return
+181.1%
10 Year Return
+451.12%
AUM
$520M
AUM Growth
–
Cap. Flow
+$520M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
48.79%
Holding
150
New
150
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Boston Scientific
BSX
|
$110M |
| 2 |
Enterprise Products Partners
EPD
|
$25.2M |
| 3 |
ProShares Short S&P500
SH
|
$21.7M |
| 4 |
Plains All American Pipeline
PAA
|
$21M |
| 5 |
ProShares UltraShort S&P500
SDS
|
$14.9M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Energy | 31.29% |
| 2 | Healthcare | 25.43% |
| 3 | Utilities | 8.46% |
| 4 | Communication Services | 6.61% |
| 5 | Industrials | 4.3% |
