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
$3.93B
AUM Growth
+$466M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
329
New
Increased
Reduced
Closed

Top Buys

1 +$12M
2 +$11.1M
3 +$10.9M
4
SO icon
Southern Company
SO
+$10.6M
5
GM icon
General Motors
GM
+$10.3M

Top Sells

1 +$9.16M
2 +$8.26M
3 +$7.84M
4
DFS
Discover Financial Services
DFS
+$6.88M
5
CCI icon
Crown Castle
CCI
+$6.61M

Sector Composition

1 Financials 15.3%
2 Healthcare 12.64%
3 Technology 10.91%
4 Consumer Staples 9.37%
5 Communication Services 6.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
-1,889
327
-11,391
328
-54
329
-1,552,066