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
326
$1.67M 0.06%
35,000
327
$1.67M 0.06%
+22,000
328
$1.66M 0.06%
53,000
329
$1.65M 0.06%
47,000
330
$1.65M 0.06%
22,284
331
$1.64M 0.06%
+58,000
332
$1.63M 0.06%
10,500
333
$1.62M 0.06%
28,000
334
$1.6M 0.06%
42,000
335
$1.6M 0.06%
21,000
336
$1.6M 0.06%
40,000
337
$1.59M 0.06%
57,000
338
$1.58M 0.06%
33,000
339
$1.58M 0.06%
54,000
340
$1.56M 0.06%
34,247
341
$1.56M 0.06%
9,000
342
$1.54M 0.05%
50,000
343
$1.54M 0.05%
10,000
344
$1.53M 0.05%
33,000
345
$1.52M 0.05%
14,000
346
$1.47M 0.05%
+55,000
347
$1.47M 0.05%
44,652
348
$1.46M 0.05%
27,000
349
$1.46M 0.05%
+30,000
350
$1.44M 0.05%
14,000
12 13
14
15 16