BI

Bredin Investment Portfolio holdings

AUM $122M
1-Year Est. Return 15.77%
This Quarter Est. Return
1 Year Est. Return
+15.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$122M
AUM Growth
+$7.33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1 +$1.28M

Top Sells

1 +$1.08M

Sector Composition

1 Materials 29.26%
2 Technology 17.79%
3 Industrials 15.01%
4 Healthcare 10.13%
5 Consumer Staples 9.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
WFC icon
76
Wells Fargo
WFC
$270B
-21,438