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
$216M
AUM Growth
+$19.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Buys

1 +$1.32M
2 +$319K
3 +$267K
4
SPOT icon
Spotify
SPOT
+$266K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$201K

Top Sells

1 +$609K
2 +$496K
3 +$495K
4
HSIC icon
Henry Schein
HSIC
+$334K
5
MSFT icon
Microsoft
MSFT
+$250K

Sector Composition

1 Financials 19.74%
2 Healthcare 15.59%
3 Technology 14.54%
4 Consumer Staples 11.4%
5 Communication Services 7.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
-120
202
-400
203
-400