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
$2.75B
AUM Growth
-$62.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
473
New
Increased
Reduced
Closed

Top Buys

1
+$11.7M
2
+$9.61M
3
+$6.76M
4
CLX icon
Clorox
CLX
+$6.65M
5
UPS icon
United Parcel Service
UPS
+$6.17M

Top Sells

1
+$24.7M
2
+$12.1M
3
+$8M
4
HON icon
Honeywell
HON
+$7.66M
5
BIDU icon
Baidu
BIDU
+$6.72M

Sector Composition

1 Technology 17.61%
2 Financials 17.06%
3 Healthcare 13.68%
4 Consumer Discretionary 10.47%
5 Industrials 9.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$2.26M 0.08%
+36,000
277
$2.22M 0.08%
+18,000
278
$2.21M 0.08%
21,000
279
$2.18M 0.08%
53,000
280
$2.18M 0.08%
77,000
281
$2.14M 0.08%
40,000
282
$2.12M 0.08%
44,000
283
$2.11M 0.08%
35,000
284
$2.1M 0.08%
21,000
285
$2.1M 0.08%
+34,000
286
$2.1M 0.08%
29,000
287
$2.08M 0.08%
42,000
288
$2.08M 0.08%
34,000
289
$2.07M 0.08%
19,000
290
$2.05M 0.07%
27,000
291
$2.05M 0.07%
+35,000
292
$2.04M 0.07%
99,290
293
$2.04M 0.07%
+28,000
294
$2.03M 0.07%
58,000
295
$2.03M 0.07%
29,000
296
$2.01M 0.07%
+3,100
297
$2.01M 0.07%
10,500
298
$2.01M 0.07%
18,000
299
$2.01M 0.07%
19,000
300
$2.01M 0.07%
14,434
10 11
12
13 14