BDWM
Brewin Dolphin Wealth Management Portfolio holdings
AUM
$917M
1-Year Return
12.35%
This Quarter Return
+12.29%
1 Year Return
-12.35%
3 Year Return
+47.72%
5 Year Return
+88.18%
10 Year Return
–
AUM
$184M
AUM Growth
+$18.7M
(+11%)
Cap. Flow
-$290K
Cap. Flow
% of AUM
-0.16%
Top 10 Holdings %
Top 10 Hldgs %
51.78%
Holding
192
New
10
Increased
17
Reduced
40
Closed
3
Top Buys
| 1 |
Bristol-Myers Squibb
BMY
|
$270K |
| 2 |
Kennedy-Wilson Holdings
KW
|
$266K |
| 3 |
Blackstone
BX
|
$223K |
| 4 |
Alibaba
BABA
|
$182K |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
$170K |
Top Sells
| 1 |
eBay
EBAY
|
$341K |
| 2 |
Verizon
VZ
|
$249K |
| 3 |
Johnson & Johnson
JNJ
|
$211K |
| 4 |
Philip Morris
PM
|
$194K |
| 5 |
Henry Schein
HSIC
|
$184K |
Sector Composition
| 1 | Financials | 18.21% |
| 2 | Healthcare | 16.85% |
| 3 | Consumer Staples | 13.85% |
| 4 | Technology | 12.88% |
| 5 | Communication Services | 6.38% |
