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
51
$485K 0.13%
2,048
-100
52
$368K 0.1%
5,492
-301
53
$358K 0.1%
8,550
-100
54
$342K 0.09%
+4,000
55
$327K 0.09%
10,200
56
$324K 0.09%
920
-50
57
$314K 0.08%
4,000
58
$312K 0.08%
1,357
59
$298K 0.08%
3,700
-100
60
$280K 0.07%
7,154
61
$279K 0.07%
3,800
62
$263K 0.07%
1,880
-130
63
$255K 0.07%
1,100
64
$249K 0.07%
4,084
65
$244K 0.06%
4,000
66
$242K 0.06%
3,822
67
$219K 0.06%
4,650
68
$215K 0.06%
1,438
69
$214K 0.06%
4,385
70
$209K 0.06%
7,749
-332
71
$126K 0.03%
1,609
72
– –
-3,300
1 2
3