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
$238M
AUM Growth
-$57.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1 +$921K
2 +$652K
3 +$272K
4
PYPL icon
PayPal
PYPL
+$185K
5
UL icon
Unilever
UL
+$32.7K

Top Sells

1 +$2.51M
2 +$1.93M
3 +$1.82M
4
ADP icon
Automatic Data Processing
ADP
+$1.6M
5
FI icon
Fiserv
FI
+$1.3M

Sector Composition

1 Healthcare 23.43%
2 Technology 19.95%
3 Industrials 14.66%
4 Financials 7.35%
5 Consumer Staples 6.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-4,804
77
-2,823
78
-1,794
79
-21,574