BSHC

Breed's Hill Capital Portfolio holdings

AUM $208M
1-Year Est. Return 20.6%
This Quarter Est. Return
1 Year Est. Return
+20.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$122M
AUM Growth
+$9.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1 +$710K
2 +$387K
3 +$256K
4
XLRE icon
Real Estate Select Sector SPDR Fund
XLRE
+$253K
5
BX icon
Blackstone
BX
+$235K

Top Sells

1 +$249K
2 +$215K
3 +$81.5K
4
LLY icon
Eli Lilly
LLY
+$79.7K
5
CARR icon
Carrier Global
CARR
+$68.2K

Sector Composition

1 Technology 13.86%
2 Healthcare 4.71%
3 Consumer Discretionary 4.08%
4 Financials 2.52%
5 Industrials 2.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$200K 0.16%
+728
102
-1,430