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
$124M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1 +$44.3M
2 +$5.2M
3 +$4.82M
4
MCD icon
McDonald's
MCD
+$3.43M
5
ITW icon
Illinois Tool Works
ITW
+$3.33M

Top Sells

No sells this quarter

Sector Composition

1 Materials 41.78%
2 Industrials 14.27%
3 Technology 12.12%
4 Healthcare 9.44%
5 Consumer Staples 7.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$214K 0.17%
+8,000
77
$207K 0.17%
+765
78
$203K 0.16%
+2,869