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
$144M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1 +$16.9M
2 +$10.7M
3 +$9.72M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$8.91M
5
VGT icon
Vanguard Information Technology ETF
VGT
+$7.57M

Top Sells

No sells this quarter

Sector Composition

1 Financials 17.83%
2 Consumer Staples 17.62%
3 Healthcare 16.97%
4 Technology 10.71%
5 Industrials 5.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$2.8K ﹤0.01%
+40
152
$1.47K ﹤0.01%
+67
153
$1.16K ﹤0.01%
+50
154
$899 ﹤0.01%
+21
155
$594 ﹤0.01%
+27
156
0
157
0