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
351
$1.43M 0.05%
+18,448
352
$1.43M 0.05%
43,500
353
$1.43M 0.05%
24,000
354
$1.42M 0.05%
84,000
355
$1.41M 0.05%
35,000
356
$1.4M 0.05%
+13,000
357
$1.4M 0.05%
16,500
+8,500
358
$1.4M 0.05%
+32,000
359
$1.38M 0.05%
+27,000
360
$1.38M 0.05%
+18,000
361
$1.37M 0.05%
28,795
362
$1.36M 0.05%
+12,000
363
$1.35M 0.05%
+100,000
364
$1.35M 0.05%
22,000
365
$1.33M 0.05%
7,000
366
$1.32M 0.05%
+35,000
367
$1.31M 0.05%
+21,000
368
$1.31M 0.05%
47,000
369
$1.31M 0.05%
+17,000
370
$1.28M 0.05%
+28,400
371
$1.27M 0.04%
25,213
372
$1.26M 0.04%
22,500
373
$1.26M 0.04%
5,500
374
$1.24M 0.04%
+32,000
375
$1.22M 0.04%
31,000
13 14
15
16 17