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
$2.66B
AUM Growth
-$482M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
310
New
Increased
Reduced
Closed

Top Buys

1
+$7.48M
2
+$7.24M
3
+$7.21M
4
EBAY icon
eBay
EBAY
+$5.6M
5
SEE icon
Sealed Air
SEE
+$5.24M

Top Sells

1
+$248M
2
+$12.5M
3
+$11.7M
4
BBBY
Bed Bath & Beyond Inc
BBBY
+$11.1M
5
PG icon
Procter & Gamble
PG
+$10.5M

Sector Composition

1 Financials 17.9%
2 Healthcare 16.84%
3 Technology 12.86%
4 Consumer Staples 11.94%
5 Communication Services 9.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$5.64M 0.21%
90,000
152
$5.61M 0.21%
11,000
153
$5.57M 0.21%
227,188
154
$5.45M 0.2%
143,598
155
$5.38M 0.2%
86,000
156
$5.32M 0.2%
87,000
157
$5.27M 0.2%
895,175
158
$5.21M 0.2%
78,000
-6,000
159
$5.2M 0.2%
56,000
160
$5.19M 0.2%
49,000
-10,000
161
$5.15M 0.19%
66,000
-6,000
162
$5.13M 0.19%
76,000
163
$5.1M 0.19%
63,000
+8,000
164
$5.07M 0.19%
91,000
165
$4.97M 0.19%
62,000
-90,000
166
$4.94M 0.19%
275,000
+125,000
167
$4.89M 0.18%
47,000
+12,000
168
$4.88M 0.18%
27,000
-1,000
169
$4.74M 0.18%
435,000
170
$4.58M 0.17%
46,000
171
$4.57M 0.17%
+140,000
172
$4.49M 0.17%
20,000
173
$4.39M 0.16%
50,000
174
$4.39M 0.16%
330,000
175
$4.3M 0.16%
75,000
5 6
7
8 9