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
$192M
AUM Growth
+$7.98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1 +$754K
2 +$575K
3 +$507K
4
MRK icon
Merck
MRK
+$219K
5
QTEC icon
First Trust NASDAQ-100 Technology Index Fund
QTEC
+$213K

Top Sells

1 +$530K
2 +$364K
3 +$331K
4
ITW icon
Illinois Tool Works
ITW
+$302K
5
ABT icon
Abbott
ABT
+$252K

Sector Composition

1 Financials 19.45%
2 Healthcare 16.37%
3 Technology 13.62%
4 Consumer Staples 13.02%
5 Communication Services 6.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
-96
202
-1,700