BCB
Brian C. Broderick Portfolio holdings
AUM
$506M
This Quarter Return
-0.04%
1 Year Return
+12.39%
3 Year Return
+70.69%
5 Year Return
+110.99%
10 Year Return
+270.67%
AUM
$225M
AUM Growth
+$225M
(+2.9%)
Cap. Flow
+$9.57M
Cap. Flow
% of AUM
4.26%
Top 10 Holdings %
Top 10 Hldgs %
31.79%
Holding
118
New
19
Increased
50
Reduced
25
Closed
5
Top Buys
| 1 |
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
|
$1.92M |
| 2 |
DYAX
DYAX CORPORATION
DYAX
|
$952K |
| 3 |
RTX Corp
RTX
|
$519K |
| 4 |
XLNX
Xilinx Inc
XLNX
|
$511K |
| 5 |
Qualcomm
QCOM
|
$477K |
Top Sells
| 1 |
COV
COVIDIEN PLC COM SHS NEW (IRELAND)
COV
|
$1.77M |
| 2 |
EPZM
Epizyme, Inc
EPZM
|
$467K |
| 3 |
Black Hills Corp
BKH
|
$213K |
| 4 |
Crane NXT
CXT
|
$201K |
| 5 |
Pembina Pipeline
PBA
|
$198K |
Sector Composition
| 1 | Healthcare | 20.41% |
| 2 | Technology | 18.88% |
| 3 | Industrials | 17.85% |
| 4 | Energy | 13.26% |
| 5 | Consumer Staples | 7.4% |
