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
$337M
AUM Growth
+$22.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1 +$626K
2 +$524K
3 +$506K
4
BDX icon
Becton Dickinson
BDX
+$353K
5
UNH icon
UnitedHealth
UNH
+$217K

Top Sells

1 +$4.36M
2 +$2.33M
3 +$1.59M
4
VFC icon
VF Corp
VFC
+$1.44M
5
AAPL icon
Apple
AAPL
+$674K

Sector Composition

1 Healthcare 22.9%
2 Technology 21.31%
3 Industrials 13.07%
4 Financials 8.44%
5 Consumer Staples 6.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-20,500
77
-3,696