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

Top Buys

1 +$707K
2 +$466K
3 +$443K
4
BDX icon
Becton Dickinson
BDX
+$352K
5
DOW icon
Dow Inc
DOW
+$340K

Top Sells

1 +$871K
2 +$716K
3 +$670K
4
MA icon
Mastercard
MA
+$504K
5
ORCL icon
Oracle
ORCL
+$372K

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