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
$356M
AUM Growth
+$19.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$828K
2
+$673K
3
+$369K
4
TEAM icon
Atlassian
TEAM
+$257K
5
AMZN icon
Amazon
AMZN
+$223K

Top Sells

1
+$442K
2
+$246K
3
+$213K
4
AAPL icon
Apple
AAPL
+$187K
5
CHD icon
Church & Dwight Co
CHD
+$179K

Sector Composition

1 Technology 26.94%
2 Healthcare 20.01%
3 Industrials 14.02%
4 Consumer Discretionary 7.57%
5 Consumer Staples 5.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.24M 1.19%
23,255
+40
27
$4.18M 1.17%
25,607
-175
28
$3.94M 1.11%
35,913
-412
29
$3.17M 0.89%
25,839
+5,485
30
$3M 0.84%
13,254
-5
31
$2.93M 0.82%
38,580
+1,665
32
$2.57M 0.72%
27,950
-525
33
$2.55M 0.71%
28,800
-2,028
34
$1.95M 0.55%
12,267
-70
35
$1.95M 0.55%
24,128
+10,272
36
$1.51M 0.42%
30,000
37
$1.44M 0.4%
12,797
+850
38
$1.33M 0.37%
18,500
39
$811K 0.23%
11,700
40
$774K 0.22%
9,350
+1,050
41
$755K 0.21%
7,542
-1,135
42
$737K 0.21%
4,800
43
$736K 0.21%
2,973
-35
44
$730K 0.21%
3,970
45
$710K 0.2%
21,901
46
$702K 0.2%
8,820
-250
47
$654K 0.18%
6,150
48
$565K 0.16%
980
-95
49
$479K 0.13%
14,665
-5,125
50
$452K 0.13%
7,280
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