B
BP Portfolio holdings
AUM
$16.9M
1-Year Return
41.46%
This Quarter Return
+2.37%
1 Year Return
+41.46%
3 Year Return
+37.89%
5 Year Return
+61%
10 Year Return
+281.17%
AUM
$3.14B
AUM Growth
-$790M
(-20%)
Cap. Flow
-$819M
Cap. Flow
% of AUM
-26.04%
Top 10 Holdings %
Top 10 Hldgs %
22.64%
Holding
331
New
22
Increased
31
Reduced
94
Closed
37
Top Buys
| 1 |
AGN
Allergan plc
AGN
|
$10.1M |
| 2 |
Boeing
BA
|
$9.45M |
| 3 |
Lockheed Martin
LMT
|
$9.34M |
| 4 |
BMS
Bemis
BMS
|
$9.26M |
| 5 |
Newmont
NEM
|
$8.68M |
Top Sells
| 1 |
iShares MSCI Emerging Markets ETF
EEM
|
$578M |
| 2 |
Union Pacific
UNP
|
$19.3M |
| 3 |
Petrobras
PBR
|
$12.3M |
| 4 |
Apple
AAPL
|
$11.8M |
| 5 |
Johnson & Johnson
JNJ
|
$11.6M |
Sector Composition
| 1 | Healthcare | 15.68% |
| 2 | Financials | 15.06% |
| 3 | Technology | 12.04% |
| 4 | Consumer Staples | 11.94% |
| 5 | Consumer Discretionary | 8.82% |
