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
$375M
AUM Growth
-$1.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$1.44M
2
+$967K
3
+$859K
4
TJX icon
TJX Companies
TJX
+$797K
5
AMZN icon
Amazon
AMZN
+$782K

Top Sells

1
+$1.23M
2
+$1.04M
3
+$990K
4
MMM icon
3M
MMM
+$980K
5
CSCO icon
Cisco
CSCO
+$944K

Sector Composition

1 Healthcare 22.31%
2 Technology 20.11%
3 Industrials 13.31%
4 Financials 7.26%
5 Consumer Discretionary 6.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.31M 1.42%
97,939
+265
27
$5.22M 1.39%
21,772
+2,552
28
$5.15M 1.38%
78,091
+12,081
29
$5.07M 1.35%
59,703
-790
30
$4.77M 1.27%
12,209
+985
31
$4M 1.07%
27,561
+3,535
32
$3.48M 0.93%
23,173
-260
33
$2.76M 0.74%
27,191
-1
34
$2.7M 0.72%
50,730
-19,535
35
$2.55M 0.68%
43,354
-172
36
$2.39M 0.64%
16,319
-6,679
37
$1.94M 0.52%
11,190
-7,075
38
$1.86M 0.5%
35,100
39
$1.85M 0.49%
141,350
-2,500
40
$1.72M 0.46%
15,912
-65
41
$1.44M 0.38%
+12,719
42
$1.26M 0.34%
23,205
-17,340
43
$949K 0.25%
11,488
+3,785
44
$817K 0.22%
9,910
45
$723K 0.19%
3,689
-445
46
$711K 0.19%
22,428
47
$703K 0.19%
4,070
48
$692K 0.18%
11,700
49
$683K 0.18%
9,083
-267
50
$620K 0.17%
1,085
-10
1
2
3