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
$253M
AUM Growth
-$55.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$575K
2
+$523K
3
+$367K
4
PYPL icon
PayPal
PYPL
+$359K
5
DIS icon
Walt Disney
DIS
+$257K

Top Sells

1
+$537K
2
+$461K
3
+$384K
4
DOW icon
Dow Inc
DOW
+$356K
5
EMR icon
Emerson Electric
EMR
+$265K

Sector Composition

1 Healthcare 22.42%
2 Technology 22.36%
3 Industrials 12.97%
4 Financials 7.88%
5 Consumer Staples 6.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-3,476
77
– –
-3,300
78
– –
-5,902
1 2 3
4