BCB

Brian C. Broderick Portfolio holdings

AUM $529M
1-Year Est. Return 20.31%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.31%
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 +$633K
2 +$205K
3 +$195K
4
UL icon
Unilever
UL
+$182K
5
CB icon
Chubb
CB
+$95.2K

Top Sells

1 +$919K
2 +$613K
3 +$469K
4
CVS icon
CVS Health
CVS
+$280K
5
ORCL icon
Oracle
ORCL
+$234K

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