BCB
Brian C. Broderick Portfolio holdings
AUM
$529M
1-Year Est. Return
20.31%
This Fund
S&P 500
1 Year Est. Return
+20.31%
AUM
$529M
AUM Growth
+$2.55M
(+0.48%)
Holding
88
Top Buys
| 1 | +$959K | |
| 2 | +$929K | |
| 3 | +$911K | |
| 4 |
Broadcom
AVGO
|
+$809K |
| 5 |
Applied Materials
AMAT
|
+$768K |
Top Sells
| 1 | +$4.91M | |
| 2 | +$3.69M | |
| 3 | +$2.63M | |
| 4 |
Salesforce
CRM
|
+$2.47M |
| 5 |
Novo Nordisk
NVO
|
+$1.53M |
Sector Composition
| 1 | Technology | 32.79% |
| 2 | Healthcare | 15.69% |
| 3 | Industrials | 11.32% |
| 4 | Consumer Discretionary | 8.83% |
| 5 | Communication Services | 8.67% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Adobe
ADBE
$111B
| – | – |
-1,383
|
|
||
|
77
Salesforce
CRM
$184B
| – | – |
-10,434
|
|