B

BP Portfolio holdings

AUM $16.9M
1-Year Est. Return 41.46%
This Quarter Est. Return
1 Year Est. Return
+41.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.64B
AUM Growth
-$17.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
462
New
Increased
Reduced
Closed

Top Buys

1 +$16.4M
2 +$14.6M
3 +$12.2M
4
LOW icon
Lowe's Companies
LOW
+$8.96M
5
HD icon
Home Depot
HD
+$7.93M

Top Sells

1 +$10.6M
2 +$10.6M
3 +$8.91M
4
XYL icon
Xylem
XYL
+$8.17M
5
WDC icon
Western Digital
WDC
+$7.92M

Sector Composition

1 Financials 16.49%
2 Technology 15.74%
3 Healthcare 13.03%
4 Communication Services 11.36%
5 Consumer Discretionary 10.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$2.96M 0.11%
66,000
227
$2.94M 0.11%
19,000
228
$2.94M 0.11%
46,000
-59,000
229
$2.93M 0.11%
24,720
230
$2.87M 0.11%
37,000
231
$2.83M 0.11%
48,000
232
$2.81M 0.11%
+21,000
233
$2.79M 0.11%
43,000
234
$2.76M 0.1%
62,000
235
$2.75M 0.1%
93,000
236
$2.75M 0.1%
62,000
237
$2.74M 0.1%
48,000
-43,000
238
$2.73M 0.1%
78,000
239
$2.73M 0.1%
42,000
240
$2.73M 0.1%
17,000
241
$2.72M 0.1%
81,000
-43,000
242
$2.7M 0.1%
152,000
243
$2.69M 0.1%
24,000
244
$2.64M 0.1%
54,912
245
$2.64M 0.1%
42,336
-127,008
246
$2.62M 0.1%
67,000
247
$2.61M 0.1%
960,000
-1,600,000
248
$2.6M 0.1%
32,000
249
$2.59M 0.1%
20,000
250
$2.59M 0.1%
62,000
-4,000