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
$167M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1 +$9.09M
2 +$8.39M
3 +$7.72M
4
CVX icon
Chevron
CVX
+$5.56M
5
MMM icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$107K 0.06%
+10,100
77
$53K 0.03%
+867