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
$197M
AUM Growth
+$5.14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1
+$712K
2
+$450K
3
+$425K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$287K
5
MDLZ icon
Mondelez International
MDLZ
+$263K

Top Sells

1
+$1.14M
2
+$431K
3
+$129K
4
APC
Anadarko Petroleum
APC
+$114K
5
DE icon
Deere & Co
DE
+$101K

Sector Composition

1 Financials 19.38%
2 Healthcare 15.74%
3 Technology 13.93%
4 Consumer Staples 12.64%
5 Communication Services 7.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$32.9K 0.02%
620
127
$32.2K 0.02%
1,200
128
$31.3K 0.02%
400
129
$31.1K 0.02%
215
130
$31K 0.02%
340
131
$30.7K 0.02%
1,150
132
$30.6K 0.02%
678
133
$29.9K 0.02%
750
134
$29.7K 0.02%
400
135
$28.2K 0.01%
1,020
136
$27.4K 0.01%
+1,000
137
$26.1K 0.01%
1,600
138
$26K 0.01%
155
139
$25.3K 0.01%
273
140
$24.6K 0.01%
516
141
$24.2K 0.01%
885
142
$24.1K 0.01%
250
143
$23.6K 0.01%
20
144
$23.5K 0.01%
220
145
$23.3K 0.01%
25
146
$22.9K 0.01%
750
147
$22.2K 0.01%
800
148
$19.1K 0.01%
420
149
$19K 0.01%
500
150
$18.7K 0.01%
335
4 5
6
7 8