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
376
$1.21M 0.04%
21,060
377
$1.18M 0.04%
14,000
378
$1.18M 0.04%
12,000
379
$1.17M 0.04%
+11,000
380
$1.17M 0.04%
34,636
381
$1.16M 0.04%
14,500
382
$1.14M 0.04%
+32,813
383
$1.13M 0.04%
24,000
384
$1.12M 0.04%
27,000
385
$1.12M 0.04%
14,000
386
$1.1M 0.04%
30,000
-89,000
387
$1.1M 0.04%
+11,000
388
$1.09M 0.04%
+42,000
389
$1.06M 0.04%
32,000
390
$1.06M 0.04%
22,000
391
$1.06M 0.04%
15,000
392
$1.04M 0.04%
11,000
393
$1.03M 0.04%
22,000
394
$1.03M 0.04%
19,000
395
$1.01M 0.04%
18,000
396
$983K 0.03%
36,000
397
$977K 0.03%
+16,000
398
$974K 0.03%
35,000
399
$972K 0.03%
38,000
400
$951K 0.03%
11,000
14 15
16
17 18