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
$286M
AUM Growth
+$5.92M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$747K
2
+$451K
3
+$377K
4
BDX icon
Becton Dickinson
BDX
+$372K
5
DIS icon
Walt Disney
DIS
+$338K

Top Sells

1
+$940K
2
+$699K
3
+$532K
4
DD icon
DuPont de Nemours
DD
+$528K
5
ORCL icon
Oracle
ORCL
+$392K

Sector Composition

1 Healthcare 21.99%
2 Technology 20.32%
3 Industrials 14.23%
4 Financials 8.24%
5 Consumer Staples 6.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$201K 0.07%
+6,799
77
– –
-3,746
78
– –
-2,280
1 2 3
4