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
551
-20,000
552
-26,000
553
-10,500
554
-1,500
555
-20,000
556
-138,000
557
-17,400
558
-38,453