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
$309M
AUM Growth
+$18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$662K
2
+$312K
3
+$255K
4
RTX icon
RTX Corp
RTX
+$241K
5
LMT icon
Lockheed Martin
LMT
+$234K

Top Sells

1
+$2.82M
2
+$458K
3
+$398K
4
KO icon
Coca-Cola
KO
+$324K
5
AAPL icon
Apple
AAPL
+$280K

Sector Composition

1 Technology 21.89%
2 Healthcare 20.78%
3 Industrials 14.18%
4 Financials 8.29%
5 Consumer Staples 6.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$201K 0.07%
3,300
77
$88K 0.03%
1,609
-37
78
– –
-1,350
1 2 3
4