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
$823M
AUM Growth
+$168M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
352
New
Increased
Reduced
Closed

Top Buys

1 +$9.19M
2 +$7.72M
3 +$5.25M
4
ICE icon
Intercontinental Exchange
ICE
+$4.56M
5
MASI icon
Masimo
MASI
+$4.45M

Top Sells

1 +$540K
2 +$242K
3 +$218K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$201K
5
VZ icon
Verizon
VZ
+$189K

Sector Composition

1 Financials 21.79%
2 Technology 12.73%
3 Healthcare 9.05%
4 Communication Services 8.26%
5 Consumer Discretionary 4.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
-900
352
-49