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BI

Bradyco Inc Portfolio holdings

AUM $129M
1-Year Est. Return 7.72%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+7.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$129M
AUM Growth
+$48.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
39
New
Increased
Reduced
Closed

Top Buys

1
+$28M
2
+$10.8M
3
+$5.27M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$5.15M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$4.03M

Top Sells

1
+$321K
2
+$301K
3
+$189K
4
LIN icon
Linde
LIN
+$185K
5
UNH icon
UnitedHealth
UNH
+$171K

Sector Composition

1 Financials 37.78%
2 Technology 19.27%
3 Communication Services 13.74%
4 Consumer Staples 10.34%
5 Consumer Discretionary 9.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
KO icon
26
Coca-Cola
KO
$360B
$883K 0.68%
11,615
LIN icon
27
Linde
LIN
$235B
$881K 0.68%
1,778
-393
MORN icon
28
Morningstar
MORN
$7.08B
$822K 0.64%
4,864
ECL icon
29
Ecolab
ECL
$72.3B
$822K 0.64%
3,090
DEO icon
30
Diageo
DEO
$44.3B
$751K 0.58%
10,090
CL icon
31
Colgate-Palmolive
CL
$72B
$667K 0.52%
7,825
UNH icon
32
UnitedHealth
UNH
$370B
$568K 0.44%
2,099
-574
LOW icon
33
Lowe's Companies
LOW
$121B
$554K 0.43%
2,344
-725
NOW icon
34
ServiceNow
NOW
$109B
$544K 0.42%
5,200
-1,400
WFC icon
35
Wells Fargo
WFC
$251B
$448K 0.35%
5,630
PAYX icon
36
Paychex
PAYX
$36.2B
$379K 0.29%
4,110
MTB icon
37
M&T Bank
MTB
$32.8B
$243K 0.19%
1,175
+15
PYPL icon
38
PayPal
PYPL
$35.9B
$202K 0.16%
4,455
PGR icon
39
Progressive
PGR
$119B
– –
-1,320
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