BI

Bradyco Inc Portfolio holdings

AUM $80.6M
1-Year Est. Return 14.08%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$132M
AUM Growth
-$30.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1 +$136K

Top Sells

1 +$2.6M
2 +$1.11M
3 +$806K
4
MSFT icon
Microsoft
MSFT
+$738K
5
MKL icon
Markel Group
MKL
+$423K

Sector Composition

1 Financials 40.4%
2 Technology 19.56%
3 Consumer Staples 11.98%
4 Communication Services 11.69%
5 Consumer Discretionary 6.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-1,301
52
-12,859