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
$655M
AUM Growth
+$60.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
328
New
Increased
Reduced
Closed

Top Buys

1
+$6.74M
2
+$5.63M
3
+$3.36M
4
FAST icon
Fastenal
FAST
+$2.14M
5
TDOC icon
Teladoc Health
TDOC
+$1.72M

Top Sells

1
+$1M
2
+$490K
3
+$287K
4
META icon
Meta Platforms (Facebook)
META
+$258K
5
RMD icon
ResMed
RMD
+$207K

Sector Composition

1 Financials 21.41%
2 Technology 11.35%
3 Healthcare 9.01%
4 Communication Services 7.74%
5 Consumer Staples 4.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$51.4K 0.01%
830
177
$50.5K 0.01%
2,009
178
$49.4K 0.01%
900
179
$49K 0.01%
620
180
$48.2K 0.01%
+615
181
$47.4K 0.01%
300
182
$47.4K 0.01%
1,235
183
$46.9K 0.01%
720
184
$46.5K 0.01%
+2,050
185
$45.6K 0.01%
40
186
$45.4K 0.01%
96
187
$45.2K 0.01%
+60
188
$45.1K 0.01%
+596
189
$42.9K 0.01%
730
+250
190
$42.5K 0.01%
800
191
$42.2K 0.01%
267
192
$42.2K 0.01%
375
+160
193
$41K 0.01%
215
194
$40.8K 0.01%
+60
195
$40.5K 0.01%
+115
196
$39.9K 0.01%
1,640
197
$39.7K 0.01%
+175
198
$39.5K 0.01%
95
199
$38.9K 0.01%
170
200
$37.2K 0.01%
185
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8
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