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
$391M
AUM Growth
-$24.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$13.2M
2
+$2.21M
3
+$1.66M
4
EW icon
Edwards Lifesciences
EW
+$1.66M
5
NVDA icon
NVIDIA
NVDA
+$1.24M

Top Sells

1
+$14.9M
2
+$4.25M
3
+$3.56M
4
AAPL icon
Apple
AAPL
+$496K
5
MMM icon
3M
MMM
+$450K

Sector Composition

1 Technology 24.71%
2 Healthcare 22.08%
3 Industrials 13.04%
4 Consumer Discretionary 8.18%
5 Communication Services 6.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.34M 1.36%
15,708
+334
27
$5.31M 1.36%
62,309
+691
28
$4.9M 1.25%
36,430
+1,424
29
$4.88M 1.25%
41,483
+14,066
30
$4.49M 1.15%
27,575
+84
31
$4.01M 1.02%
23,945
-123
32
$3.18M 0.81%
36,233
-4,867
33
$2.99M 0.76%
36,174
-130
34
$2.78M 0.71%
27,958
+9,970
35
$2.48M 0.63%
15,312
-590
36
$2.33M 0.59%
19,430
+8,768
37
$2.21M 0.57%
+19,969
38
$1.67M 0.43%
30,000
-3,600
39
$1.44M 0.37%
15,000
+5,090
40
$1.39M 0.35%
27,965
-5,990
41
$1.21M 0.31%
96,000
-6,946
42
$1.2M 0.31%
4,603
-16,364
43
$1.07M 0.27%
8,605
-3,618
44
$882K 0.23%
19,335
-78,124
45
$854K 0.22%
11,700
46
$844K 0.22%
22,428
47
$763K 0.19%
2,794
-15
48
$635K 0.16%
1,075
49
$606K 0.15%
3,970
50
$533K 0.14%
9,600
-370
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2
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