BCB

Brian C. Broderick Portfolio holdings

AUM $526M
1-Year Est. Return 14.32%
This Quarter Est. Return
1 Year Est. Return
+14.32%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$274M
AUM Growth
+$6.89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$1.05M
2
+$524K
3
+$514K
4
FTV icon
Fortive
FTV
+$448K
5
MSFT icon
Microsoft
MSFT
+$382K

Top Sells

1
+$2.04M
2
+$1.35M
3
+$417K
4
ORCL icon
Oracle
ORCL
+$364K
5
MA icon
Mastercard
MA
+$256K

Sector Composition

1 Healthcare 22.61%
2 Technology 21.49%
3 Industrials 14.23%
4 Financials 6.97%
5 Consumer Staples 6.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$203K 0.07%
1,948
77
– –
-1,478
78
– –
-1,430
79
– –
-11,505
1 2 3
4