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
$928M
AUM Growth
+$51.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
347
New
Increased
Reduced
Closed

Top Buys

1
+$4.02M
2
+$1.67M
3
+$1.26M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.18M
5
ICE icon
Intercontinental Exchange
ICE
+$1.07M

Top Sells

1
+$16M
2
+$3.87M
3
+$2.62M
4
IGM icon
iShares Expanded Tech Sector ETF
IGM
+$1.74M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.56M

Sector Composition

1 Financials 21.56%
2 Technology 14.34%
3 Healthcare 8.85%
4 Communication Services 8.22%
5 Consumer Staples 5.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$69K 0.01%
105
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177
$69K 0.01%
701
178
$68K 0.01%
700
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179
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620
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182
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115
183
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185
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186
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187
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188
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189
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190
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