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
376
$1.32M 0.05%
12,000
377
$1.3M 0.05%
11,000
378
$1.3M 0.05%
14,000
379
$1.27M 0.05%
12,000
380
$1.27M 0.05%
18,000
381
$1.23M 0.04%
10,500
382
$1.23M 0.04%
18,448
383
$1.22M 0.04%
14,000
384
$1.22M 0.04%
14,500
385
$1.21M 0.04%
4,700
386
$1.21M 0.04%
42,000
387
$1.21M 0.04%
22,000
388
$1.19M 0.04%
18,000
389
$1.17M 0.04%
+5,000
390
$1.15M 0.04%
+22,000
391
$1.12M 0.04%
12,000
392
$1.12M 0.04%
14,000
393
$1.11M 0.04%
21,000
-3,000
394
$1.11M 0.04%
110,000
395
$1.1M 0.04%
+36,000
396
$1.08M 0.04%
30,000
397
$1.06M 0.04%
21,000
398
$1.06M 0.04%
15,000
399
$1.06M 0.04%
7,000
400
$1.05M 0.04%
32,000
14 15
16
17 18