BCB

Brian C. Broderick Portfolio holdings

AUM $529M
1-Year Est. Return 20.32%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.32%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$167M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1 +$9.05M
2 +$8.55M
3 +$7.63M
4
CVX icon
Chevron
CVX
+$5.67M
5
CNI icon
Canadian National Railway
CNI
+$5.5M

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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$107K 0.06%
+10,100
77
$53K 0.03%
+867