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
$291M
AUM Growth
+$4.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1 +$1.19M
2 +$971K
3 +$856K
4
AMZN icon
Amazon
AMZN
+$549K
5
PYPL icon
PayPal
PYPL
+$474K

Top Sells

1 +$508K
2 +$227K
3 +$202K
4
CTVA icon
Corteva
CTVA
+$201K
5
CVS icon
CVS Health
CVS
+$201K

Sector Composition

1 Healthcare 20.92%
2 Technology 20.65%
3 Industrials 13.86%
4 Financials 8.6%
5 Consumer Staples 7.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$201K 0.07%
1,350
77
$200K 0.07%
+3,300
78
-6,799
79
-1,756