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
$179M
AUM Growth
+$12.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1 +$728K
2 +$674K
3 +$622K
4
HP icon
Helmerich & Payne
HP
+$486K
5
TGT icon
Target
TGT
+$423K

Top Sells

1 +$758K
2 +$514K
3 +$444K
4
NGG icon
National Grid
NGG
+$221K
5
NEE icon
NextEra Energy
NEE
+$208K

Sector Composition

1 Healthcare 22.76%
2 Industrials 18.64%
3 Technology 16.69%
4 Energy 14.79%
5 Consumer Staples 7.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$230K 0.13%
24,600
+12,400
77
$229K 0.13%
3,960
-3,816
78
$200K 0.11%
+3,118
79
$113K 0.06%
10,100
80
$54K 0.03%
867
81
-14,500