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
$2.58B
AUM Growth
+$169M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
473
New
Increased
Reduced
Closed

Top Buys

1
+$8.21M
2
+$6.33M
3
+$6.32M
4
SPGI icon
S&P Global
SPGI
+$5.37M
5
MMM icon
3M
MMM
+$5.19M

Top Sells

1
+$11.5M
2
+$8.08M
3
+$7.99M
4
UNP icon
Union Pacific
UNP
+$7.69M
5
CSX icon
CSX Corp
CSX
+$7.56M

Sector Composition

1 Technology 19.03%
2 Financials 14.73%
3 Healthcare 14.16%
4 Communication Services 10.23%
5 Consumer Discretionary 9.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$1.88M 0.07%
60,000
277
$1.88M 0.07%
20,000
278
$1.87M 0.07%
15,000
279
$1.85M 0.07%
26,000
280
$1.85M 0.07%
+5,300
281
$1.82M 0.07%
4,000
-2,100
282
$1.81M 0.07%
15,800
283
$1.81M 0.07%
9,100
284
$1.8M 0.07%
31,000
285
$1.8M 0.07%
112,000
-28,000
286
$1.8M 0.07%
23,000
287
$1.78M 0.07%
27,000
288
$1.78M 0.07%
24,000
289
$1.76M 0.07%
70,000
290
$1.72M 0.07%
31,000
291
$1.72M 0.07%
20,000
292
$1.71M 0.07%
57,521
293
$1.68M 0.07%
44,763
294
$1.66M 0.06%
117,000
295
$1.65M 0.06%
+20,000
296
$1.64M 0.06%
+58,000
297
$1.64M 0.06%
15,000
298
$1.64M 0.06%
11,500
299
$1.63M 0.06%
27,000
300
$1.62M 0.06%
50,000
10 11
12
13 14