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
201
$45K ﹤0.01%
928
202
$45K ﹤0.01%
500
203
$45K ﹤0.01%
170
204
$44K ﹤0.01%
1,640
205
$43K ﹤0.01%
3,158
+85
206
$43K ﹤0.01%
207
207
$42K ﹤0.01%
185
208
$42K ﹤0.01%
620
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$42K ﹤0.01%
242
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$40K ﹤0.01%
550
211
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800
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$39K ﹤0.01%
220
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$39K ﹤0.01%
+300
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$39K ﹤0.01%
745
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$39K ﹤0.01%
155
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$38K ﹤0.01%
172
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$37K ﹤0.01%
70
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$36K ﹤0.01%
55
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220
+45
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$35K ﹤0.01%
260
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$34K ﹤0.01%
678
222
$34K ﹤0.01%
576
-120
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$34K ﹤0.01%
245
224
$32K ﹤0.01%
400
225
$32K ﹤0.01%
400