B

BP Portfolio holdings

AUM $15.9M
1-Year Est. Return 23.56%
This Quarter Est. Return
1 Year Est. Return
+23.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.82B
AUM Growth
+$98.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
438
New
Increased
Reduced
Closed

Top Buys

1
+$8.26M
2
+$7.93M
3
+$6.82M
4
GILD icon
Gilead Sciences
GILD
+$6.64M
5
DD icon
DuPont de Nemours
DD
+$6.45M

Top Sells

1
+$18.7M
2
+$10.2M
3
+$9.65M
4
ITUB icon
Itaú Unibanco
ITUB
+$8.27M
5
DD
Du Pont De Nemours E I
DD
+$8.07M

Sector Composition

1 Financials 17.33%
2 Technology 15.11%
3 Healthcare 14.08%
4 Consumer Discretionary 12.37%
5 Communication Services 10.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$2.27M 0.08%
60,000
277
$2.27M 0.08%
32,000
278
$2.25M 0.08%
22,000
279
$2.25M 0.08%
+160,000
280
$2.24M 0.08%
50,000
281
$2.2M 0.08%
24,088
282
$2.16M 0.08%
+142,000
283
$2.15M 0.08%
99,290
284
$2.15M 0.08%
40,000
-122,000
285
$2.14M 0.08%
21,000
286
$2.11M 0.07%
16,000
287
$2.11M 0.07%
16,000
288
$2.05M 0.07%
46,000
289
$2.02M 0.07%
+44,000
290
$2.02M 0.07%
14,000
291
$2.01M 0.07%
19,000
-24,000
292
$2M 0.07%
31,000
293
$1.99M 0.07%
135,000
294
$1.99M 0.07%
19,000
295
$1.97M 0.07%
18,000
296
$1.94M 0.07%
40,000
297
$1.93M 0.07%
7,600
298
$1.91M 0.07%
26,000
299
$1.91M 0.07%
14,000
300
$1.89M 0.07%
58,000
10 11
12
13 14