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

Top Buys

1
+$602K
2
+$474K
3
+$467K
4
BDX icon
Becton Dickinson
BDX
+$337K
5
UNH icon
UnitedHealth
UNH
+$207K

Top Sells

1
+$3.14M
2
+$2.12M
3
+$1.52M
4
VFC icon
VF Corp
VFC
+$1.44M
5
AAPL icon
Apple
AAPL
+$611K

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
1 2 3
4