BCB

Brian C. Broderick Portfolio holdings

AUM $526M
1-Year Est. Return 14.32%
This Quarter Est. Return
1 Year Est. Return
+14.32%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$300M
AUM Growth
+$47.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$2.04M
2
+$1.02M
3
+$798K
4
TJX icon
TJX Companies
TJX
+$545K
5
UNH icon
UnitedHealth
UNH
+$483K

Top Sells

1
+$1.45M
2
+$1.12M
3
+$451K
4
NVDA icon
NVIDIA
NVDA
+$289K
5
HD icon
Home Depot
HD
+$265K

Sector Composition

1 Technology 22.7%
2 Healthcare 22.23%
3 Industrials 12.6%
4 Financials 8.74%
5 Consumer Staples 6.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.19M 1.4%
68,024
-23,453
27
$4.16M 1.38%
46,613
+2,635
28
$3.93M 1.31%
60,441
+220
29
$3.81M 1.27%
401,160
-30,480
30
$3.78M 1.26%
58,153
-82
31
$3.16M 1.05%
23,894
-320
32
$2.8M 0.93%
11,981
+589
33
$2.47M 0.82%
52,950
-210
34
$2.39M 0.8%
55,985
-26,275
35
$2.34M 0.78%
52,234
-1,192
36
$2.18M 0.73%
12,904
-225
37
$2.04M 0.68%
+84,507
38
$2M 0.67%
39,472
-590
39
$1.94M 0.65%
12,115
-560
40
$1.57M 0.52%
10,850
41
$1.46M 0.49%
14,855
-660
42
$1.33M 0.44%
35,100
-3,000
43
$1.25M 0.42%
20,500
44
$1.07M 0.36%
103,600
45
$1.05M 0.35%
20,235
46
$1.02M 0.34%
+17,966
47
$996K 0.33%
13,493
-472
48
$917K 0.31%
3,110
+1,637
49
$798K 0.27%
+35,943
50
$728K 0.24%
12,370
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