BI
Bredin Investment Portfolio holdings
AUM
$122M
1-Year Est. Return
16.04%
This Fund
S&P 500
1 Year Est. Return
+16.04%
AUM
$115M
AUM Growth
+$200K
(+0.17%)
Holding
77
Sector Composition
| 1 | Materials | 30.41% |
| 2 | Technology | 16.29% |
| 3 | Industrials | 15.46% |
| 4 | Consumer Staples | 10.12% |
| 5 | Healthcare | 9.51% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Lamb Weston
LW
$5.54B
| $215K | 0.19% |
+2,950
|
|
||
77
H&R Block
HRB
$3.88B
| – | – |
-8,000
|
|