BCB

Brian C. Broderick Portfolio holdings

AUM $506M
1-Year Est. Return 12.39%
This Quarter Est. Return
1 Year Est. Return
+12.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$376M
AUM Growth
+$29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$1.1M
2
+$999K
3
+$630K
4
BDX icon
Becton Dickinson
BDX
+$585K
5
UNH icon
UnitedHealth
UNH
+$415K

Top Sells

1
+$1.28M
2
+$805K
3
+$647K
4
AAPL icon
Apple
AAPL
+$566K
5
NVDA icon
NVIDIA
NVDA
+$514K

Sector Composition

1 Healthcare 22.44%
2 Technology 20.47%
3 Industrials 12.94%
4 Financials 8.08%
5 Consumer Discretionary 6.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.32M 1.41%
24,249
+4,556
27
$5.05M 1.34%
60,493
-400
28
$4.56M 1.21%
19,220
+2,465
29
$4.49M 1.19%
11,224
+1,037
30
$4.45M 1.18%
66,010
+9,342
31
$3.94M 1.05%
70,265
-14,334
32
$3.82M 1.01%
22,998
-7,720
33
$3.71M 0.99%
24,026
+7,132
34
$3.47M 0.92%
23,433
-415
35
$2.9M 0.77%
18,265
-730
36
$2.85M 0.76%
27,192
-920
37
$2.75M 0.73%
43,526
-100
38
$2.15M 0.57%
40,545
-2,565
39
$1.86M 0.49%
35,100
40
$1.85M 0.49%
143,850
-8,250
41
$1.8M 0.48%
15,977
-120
42
$909K 0.24%
4,134
-103
43
$824K 0.22%
9,910
44
$782K 0.21%
11,700
45
$749K 0.2%
4,070
-170
46
$727K 0.19%
9,350
-554
47
$712K 0.19%
22,428
48
$656K 0.17%
7,703
+505
49
$621K 0.16%
11,480
-1,200
50
$552K 0.15%
1,095
1
2
3