BDWM

Brewin Dolphin Wealth Management Portfolio holdings

AUM $917M
1-Year Est. Return 12.3%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-12.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$197M
AUM Growth
+$5.14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1 +$654K
2 +$489K
3 +$446K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$278K
5
MDLZ icon
Mondelez International
MDLZ
+$260K

Top Sells

1 +$1.28M
2 +$411K
3 +$133K
4
APC
Anadarko Petroleum
APC
+$114K
5
DE icon
Deere & Co
DE
+$96K

Sector Composition

1 Financials 19.38%
2 Healthcare 15.74%
3 Technology 13.93%
4 Consumer Staples 12.64%
5 Communication Services 7.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
-1,500