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
$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
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