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
$295M
AUM Growth
+$21.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1 +$632K
2 +$215K
3 +$204K
4
UL icon
Unilever
UL
+$178K
5
CB icon
Chubb
CB
+$94.1K

Top Sells

1 +$899K
2 +$628K
3 +$440K
4
CVS icon
CVS Health
CVS
+$308K
5
ORCL icon
Oracle
ORCL
+$248K

Sector Composition

1 Healthcare 23.09%
2 Technology 21.45%
3 Industrials 14.73%
4 Financials 7.26%
5 Consumer Staples 5.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$215K 0.07%
+1,430
77
$202K 0.07%
3,474