BLAM

Bourne Lent Asset Management Portfolio holdings

AUM $258M
1-Year Est. Return 11.26%
This Quarter Est. Return
1 Year Est. Return
+11.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$132M
AUM Growth
+$10.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1 +$3.91M
2 +$202K

Top Sells

1 +$3.83M
2 +$401K
3 +$371K
4
ADBE icon
Adobe
ADBE
+$296K
5
AB icon
AllianceBernstein
AB
+$268K

Sector Composition

1 Healthcare 54.2%
2 Technology 26.01%
3 Communication Services 7.45%
4 Consumer Discretionary 2.99%
5 Financials 2.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-10,060