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
$4.13B
AUM Growth
+$1.39B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
558
New
Increased
Reduced
Closed

Top Buys

1
+$82.6M
2
+$79.8M
3
+$46.6M
4
NVDA icon
NVIDIA
NVDA
+$40.8M
5
MA icon
Mastercard
MA
+$40M

Top Sells

1
+$32.6M
2
+$14.1M
3
+$10.3M
4
ABBV icon
AbbVie
ABBV
+$7.95M
5
JD icon
JD.com
JD
+$7.35M

Sector Composition

1 Technology 26.34%
2 Healthcare 16.55%
3 Financials 13.08%
4 Consumer Discretionary 13%
5 Communication Services 8.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$1.48M 0.04%
10,200
-800
352
$1.48M 0.04%
69,300
-5,700
353
$1.48M 0.04%
26,800
-2,200
354
$1.47M 0.04%
35,100
-2,900
355
$1.47M 0.04%
11,100
-900
356
$1.47M 0.04%
16,200
-1,300
357
$1.46M 0.04%
4,300
-400
358
$1.46M 0.04%
10,200
-800
359
$1.44M 0.03%
17,100
-1,400
360
$1.43M 0.03%
14,800
-1,200
361
$1.43M 0.03%
350
362
$1.43M 0.03%
8,300
-700
363
$1.41M 0.03%
8,000
-700
364
$1.4M 0.03%
4,500
-400
365
$1.39M 0.03%
44,672
-38,995
366
$1.39M 0.03%
12,000
-1,000
367
$1.38M 0.03%
48,100
-3,900
368
$1.37M 0.03%
17,600
-1,400
369
$1.37M 0.03%
12,900
-1,100
370
$1.36M 0.03%
33,300
-2,700
371
$1.35M 0.03%
28,700
-2,300
372
$1.35M 0.03%
13,200
-1,100
373
$1.34M 0.03%
6,500
-500
374
$1.33M 0.03%
11,100
-900
375
$1.32M 0.03%
12,900
-1,100
13 14
15
16 17