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
$2.41B
AUM Growth
-$858M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
525
New
Increased
Reduced
Closed

Top Buys

1 +$13.1M
2 +$12.5M
3 +$8.87M
4
DIS icon
Walt Disney
DIS
+$7.02M
5
LW icon
Lamb Weston
LW
+$6.55M

Top Sells

1 +$20M
2 +$16.3M
3 +$14.5M
4
AMZN icon
Amazon
AMZN
+$12.8M
5
TMO icon
Thermo Fisher Scientific
TMO
+$11.2M

Sector Composition

1 Technology 17.5%
2 Financials 16.16%
3 Healthcare 15.74%
4 Communication Services 10.32%
5 Consumer Discretionary 9.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$1.52M 0.06%
+17,000
302
$1.52M 0.06%
35,000
303
$1.52M 0.06%
45,000
304
$1.52M 0.06%
34,000
305
$1.49M 0.06%
35,000
306
$1.49M 0.06%
24,225
307
$1.49M 0.06%
24,000
308
$1.49M 0.06%
50,000
-6,000
309
$1.48M 0.06%
17,000
-2,000
310
$1.46M 0.06%
44,763
-2,798
311
$1.44M 0.06%
15,000
312
$1.43M 0.06%
17,000
313
$1.43M 0.06%
17,000
314
$1.43M 0.06%
21,000
315
$1.43M 0.06%
36,000
316
$1.42M 0.06%
20,000
317
$1.41M 0.06%
57,521
-41,769
318
$1.41M 0.06%
11,000
319
$1.39M 0.06%
18,000
320
$1.39M 0.06%
35,000
321
$1.36M 0.06%
22,000
322
$1.35M 0.06%
14,000
323
$1.34M 0.06%
10,000
324
$1.34M 0.06%
9,100
-2,100
325
$1.34M 0.06%
155,000