BI
Bolthouse Investments Portfolio holdings
AUM
$110M
1-Year Est. Return
29.62%
1 Year Est. Return
+29.62%
AUM
$101M
AUM Growth
+$5.06M
(+5.3%)
Holding
77
Top Buys
| 1 | +$706K | |
| 2 | +$408K | |
| 3 | +$261K | |
| 4 |
Home Depot
HD
|
+$237K |
| 5 |
Intuit
INTU
|
+$223K |
Top Sells
| 1 | +$1.74M | |
| 2 | +$849K | |
| 3 | +$631K | |
| 4 |
US Bancorp
USB
|
+$360K |
| 5 |
Emerson Electric
EMR
|
+$330K |
Sector Composition
| 1 | Financials | 25.38% |
| 2 | Technology | 17.14% |
| 3 | Industrials | 9.9% |
| 4 | Consumer Discretionary | 4.83% |
| 5 | Communication Services | 3.88% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Pfizer
PFE
$140B
| – | – |
-8,274
|
|
||
|
77
US Bancorp
USB
$72.6B
| – | – |
-8,525
|
|