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
$468M
AUM Growth
+$67.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$2.24M
2
+$2.12M
3
+$2.03M
4
LLY icon
Eli Lilly
LLY
+$1.98M
5
AMZN icon
Amazon
AMZN
+$1.86M

Top Sells

1
+$3.01M
2
+$2.72M
3
+$1.3M
4
AMD icon
Advanced Micro Devices
AMD
+$792K
5
EW icon
Edwards Lifesciences
EW
+$767K

Sector Composition

1 Technology 30.7%
2 Healthcare 17.79%
3 Industrials 12.47%
4 Consumer Discretionary 9.58%
5 Communication Services 5.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.1M 0.88%
23,442
+1,250
27
$3.85M 0.82%
41,005
+5,765
28
$3.01M 0.64%
34,528
+1,120
29
$2.85M 0.61%
21,569
+13,944
30
$2.82M 0.6%
11,480
+8,629
31
$2.71M 0.58%
13,197
-2,240
32
$2.3M 0.49%
21,600
+12,000
33
$2.3M 0.49%
12,612
+1,673
34
$2.11M 0.45%
21,834
-6,126
35
$2.1M 0.45%
12,721
+1,427
36
$2.07M 0.44%
4,103
+2,091
37
$1.98M 0.42%
+2,545
38
$1.93M 0.41%
6,015
+2,000
39
$1.88M 0.4%
3,000
+1,000
40
$1.8M 0.38%
28,000
-1,000
41
$1.73M 0.37%
21,728
+132
42
$1.53M 0.33%
+10,045
43
$1.38M 0.29%
5,560
+1,005
44
$1.33M 0.28%
21,666
+16,416
45
$1.19M 0.25%
+20,398
46
$1.18M 0.25%
3,915
47
$1.1M 0.24%
+16,360
48
$1.08M 0.23%
30,524
+4,400
49
$963K 0.21%
5,000
+3,000
50
$959K 0.2%
34,550
+27,396
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