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

Top Buys

1 +$1.19M
2 +$948K
3 +$806K
4
AMZN icon
Amazon
AMZN
+$514K
5
PYPL icon
PayPal
PYPL
+$446K

Top Sells

1 +$500K
2 +$239K
3 +$214K
4
SJM icon
J.M. Smucker
SJM
+$202K
5
CTVA icon
Corteva
CTVA
+$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