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
251
$2.59M 0.1%
30,000
252
$2.58M 0.1%
12,500
253
$2.57M 0.1%
200,000
254
$2.55M 0.1%
41,000
255
$2.54M 0.1%
87,000
256
$2.49M 0.09%
108,000
257
$2.49M 0.09%
27,000
258
$2.45M 0.09%
80,000
259
$2.42M 0.09%
40,000
260
$2.42M 0.09%
28,000
261
$2.39M 0.09%
40,000
262
$2.39M 0.09%
18,600
-8,400
263
$2.36M 0.09%
40,000
264
$2.35M 0.09%
24,000
265
$2.35M 0.09%
40,000
266
$2.35M 0.09%
75,000
+33,000
267
$2.3M 0.09%
158,000
268
$2.27M 0.09%
36,000
-44,000
269
$2.24M 0.09%
168,000
-162,000
270
$2.24M 0.08%
9,000
271
$2.22M 0.08%
42,000
272
$2.18M 0.08%
54,000
273
$2.18M 0.08%
31,950
274
$2.17M 0.08%
43,020
275
$2.16M 0.08%
45,000
-30,000