B
BP Portfolio holdings
AUM
$16.9M
This Quarter Return
+8.95%
1 Year Return
+41.46%
3 Year Return
+37.89%
5 Year Return
+61%
10 Year Return
+281.17%
AUM
$3.27B
AUM Growth
+$3.27B
(+5.5%)
Cap. Flow
-$51.4M
Cap. Flow
% of AUM
-1.57%
Top 10 Holdings %
Top 10 Hldgs %
20.68%
Holding
557
New
65
Increased
84
Reduced
41
Closed
86
Top Buys
| 1 |
EOG Resources
EOG
|
$10.5M |
| 2 |
AGN
Allergan plc
AGN
|
$8.27M |
| 3 |
CSX Corp
CSX
|
$6.15M |
| 4 |
Unum
UNM
|
$5.86M |
| 5 |
Best Buy
BBY
|
$5.56M |
Top Sells
| 1 |
Baxter International
BAX
|
$10M |
| 2 |
Aptiv
APTV
|
$8.06M |
| 3 |
Meta Platforms (Facebook)
META
|
$6.99M |
| 4 |
Starbucks
SBUX
|
$6.93M |
| 5 |
Charles Schwab
SCHW
|
$6.9M |
Sector Composition
| 1 | Technology | 18.72% |
| 2 | Financials | 16.14% |
| 3 | Healthcare | 15.68% |
| 4 | Consumer Discretionary | 10.78% |
| 5 | Industrials | 9.45% |
