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
$2.75B
AUM Growth
-$62.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
473
New
Increased
Reduced
Closed

Top Buys

1
+$11.7M
2
+$9.61M
3
+$6.76M
4
CLX icon
Clorox
CLX
+$6.65M
5
UPS icon
United Parcel Service
UPS
+$6.17M

Top Sells

1
+$24.7M
2
+$12.1M
3
+$8M
4
HON icon
Honeywell
HON
+$7.66M
5
BIDU icon
Baidu
BIDU
+$6.72M

Sector Composition

1 Technology 17.61%
2 Financials 17.06%
3 Healthcare 13.68%
4 Consumer Discretionary 10.47%
5 Industrials 9.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$1.57M 0.06%
34,247
352
$1.57M 0.06%
+10,000
353
$1.54M 0.06%
40,000
354
$1.53M 0.06%
14,000
355
$1.53M 0.06%
+96,000
356
$1.52M 0.06%
+10,200
357
$1.5M 0.05%
16,000
358
$1.49M 0.05%
33,000
359
$1.49M 0.05%
28,795
360
$1.48M 0.05%
13,000
361
$1.48M 0.05%
54,000
362
$1.45M 0.05%
+40,000
363
$1.43M 0.05%
26,250
-6,563
364
$1.43M 0.05%
+40,480
365
$1.42M 0.05%
17,000
366
$1.41M 0.05%
24,792
367
$1.41M 0.05%
52,000
368
$1.4M 0.05%
37,000
369
$1.39M 0.05%
+11,000
370
$1.38M 0.05%
16,500
371
$1.35M 0.05%
11,000
372
$1.34M 0.05%
22,500
373
$1.34M 0.05%
18,000
374
$1.33M 0.05%
21,000
375
$1.33M 0.05%
47,561
13 14
15
16 17