BCB
Brian C. Broderick Portfolio holdings
AUM
$506M
This Quarter Return
+0.71%
1 Year Return
+12.39%
3 Year Return
+70.69%
5 Year Return
+110.99%
10 Year Return
+270.67%
AUM
$167M
AUM Growth
–
Cap. Flow
+$167M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
37.14%
Holding
89
New
89
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Exxon Mobil
XOM
|
$9.09M |
| 2 |
Procter & Gamble
PG
|
$8.39M |
| 3 |
Johnson & Johnson
JNJ
|
$7.72M |
| 4 |
Chevron
CVX
|
$5.56M |
| 5 |
3M
MMM
|
$5.47M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Healthcare | 23.23% |
| 2 | Industrials | 17.73% |
| 3 | Technology | 15.98% |
| 4 | Energy | 15.09% |
| 5 | Consumer Staples | 8.37% |