BDWM
Brewin Dolphin Wealth Management Portfolio holdings
AUM
$917M
1-Year Est. Return
12.35%
1 Year Est. Return
-12.35%
AUM
$917M
AUM Growth
+$22.9M
(+2.6%)
Holding
397
Top Buys
| 1 | +$59.2M | |
| 2 | +$58.4M | |
| 3 | +$47.3M | |
| 4 |
Visa
V
|
+$21.7M |
| 5 |
Zoetis
ZTS
|
+$6.75M |
Top Sells
| 1 | +$4.86M | |
| 2 | +$716K | |
| 3 | +$661K | |
| 4 |
Microsoft
MSFT
|
+$584K |
| 5 |
iShares Global Consumer Staples ETF
KXI
|
+$435K |
Sector Composition
| 1 | Financials | 21.24% |
| 2 | Technology | 10.28% |
| 3 | Healthcare | 8.17% |
| 4 | Consumer Staples | 4.78% |
| 5 | Consumer Discretionary | 3.85% |
