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
$655M
AUM Growth
+$60.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
328
New
Increased
Reduced
Closed

Top Buys

1 +$6.74M
2 +$5.63M
3 +$3.36M
4
FAST icon
Fastenal
FAST
+$2.14M
5
TDOC icon
Teladoc Health
TDOC
+$1.72M

Top Sells

1 +$1M
2 +$490K
3 +$287K
4
META icon
Meta Platforms (Facebook)
META
+$258K
5
RMD icon
ResMed
RMD
+$207K

Sector Composition

1 Financials 21.41%
2 Technology 11.35%
3 Healthcare 9.01%
4 Communication Services 7.74%
5 Consumer Staples 4.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$21.6K ﹤0.01%
375
252
$20.8K ﹤0.01%
+137
253
$20.3K ﹤0.01%
402
-638
254
$20.2K ﹤0.01%
316
255
$19.5K ﹤0.01%
+90
256
$19.4K ﹤0.01%
300
257
$19.4K ﹤0.01%
733
258
$19.1K ﹤0.01%
+188
259
$18.8K ﹤0.01%
90
260
$18.8K ﹤0.01%
+158
261
$18.7K ﹤0.01%
70
262
$18.7K ﹤0.01%
+113
263
$18.4K ﹤0.01%
400
264
$18.4K ﹤0.01%
145
265
$18.3K ﹤0.01%
220
266
$18.2K ﹤0.01%
+280
267
$18.1K ﹤0.01%
+135
268
$17.6K ﹤0.01%
69
269
$17.3K ﹤0.01%
+46
270
$17.1K ﹤0.01%
+340
271
$16.5K ﹤0.01%
+290
272
$15.9K ﹤0.01%
+100
273
$15.5K ﹤0.01%
335
274
$15.4K ﹤0.01%
81
+47
275
$14.8K ﹤0.01%
+65