BCB
Brian C. Broderick Portfolio holdings
AUM
$526M
1-Year Est. Return
14.32%
1 Year Est. Return
+14.32%
AUM
$526M
AUM Growth
+$20.6M
(+4.1%)
Holding
88
Top Buys
| 1 | +$1.55M | |
| 2 | +$963K | |
| 3 | +$752K | |
| 4 |
Uber
UBER
|
+$502K |
| 5 |
American Express
AXP
|
+$495K |
Top Sells
| 1 | +$1.82M | |
| 2 | +$960K | |
| 3 | +$811K | |
| 4 |
Rockwell Automation
ROK
|
+$708K |
| 5 |
Advanced Micro Devices
AMD
|
+$690K |
Sector Composition
| 1 | Technology | 33.7% |
| 2 | Healthcare | 15.44% |
| 3 | Industrials | 11.95% |
| 4 | Consumer Discretionary | 8.87% |
| 5 | Communication Services | 6.92% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Ironwood Pharmaceuticals
IRWD
$569M
| $23.6K | ﹤0.01% |
18,000
|
|
||
77
CSX Corp
CSX
$65.1B
| – | – |
-7,800
|
|