BDWM

Brewin Dolphin Wealth Management Portfolio holdings

AUM $917M
1-Year Est. Return 12.35%
This Quarter Est. Return
1 Year Est. Return
-12.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$877M
AUM Growth
+$53.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
345
New
Increased
Reduced
Closed

Top Buys

1 +$14.8M
2 +$4.89M
3 +$4.21M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$4.2M
5
ICE icon
Intercontinental Exchange
ICE
+$2.77M

Top Sells

1 +$2.66M
2 +$976K
3 +$942K
4
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$245K
5
RMD icon
ResMed
RMD
+$157K

Sector Composition

1 Financials 21.4%
2 Technology 13.09%
3 Healthcare 8.75%
4 Communication Services 8.42%
5 Consumer Staples 5.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$33.9K ﹤0.01%
+550
227
$33K ﹤0.01%
70
228
$32.7K ﹤0.01%
113
229
$32.6K ﹤0.01%
446
230
$32.6K ﹤0.01%
415
231
$31.8K ﹤0.01%
253
232
$31.1K ﹤0.01%
220
233
$30K ﹤0.01%
245
234
$29.5K ﹤0.01%
800
235
$29.4K ﹤0.01%
510
236
$29.2K ﹤0.01%
750
-450
237
$28.5K ﹤0.01%
800
238
$27.5K ﹤0.01%
249
239
$27.5K ﹤0.01%
625
240
$27.5K ﹤0.01%
600
+300
241
$27.1K ﹤0.01%
1,500
242
$26.8K ﹤0.01%
250
243
$26.6K ﹤0.01%
400
244
$25.8K ﹤0.01%
380
245
$25.7K ﹤0.01%
515
+17
246
$25.7K ﹤0.01%
90
247
$25.4K ﹤0.01%
81
248
$24.9K ﹤0.01%
1,215
249
$24.5K ﹤0.01%
430
250
$24.4K ﹤0.01%
75