BCB

Brian C. Broderick Portfolio holdings

AUM $506M
1-Year Est. Return 12.39%
This Quarter Est. Return
1 Year Est. Return
+12.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$468M
AUM Growth
+$67.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1 +$2.24M
2 +$2.12M
3 +$2.03M
4
LLY icon
Eli Lilly
LLY
+$1.98M
5
AMZN icon
Amazon
AMZN
+$1.86M

Top Sells

1 +$3.01M
2 +$2.72M
3 +$1.3M
4
AMD icon
Advanced Micro Devices
AMD
+$792K
5
EW icon
Edwards Lifesciences
EW
+$767K

Sector Composition

1 Technology 30.7%
2 Healthcare 17.79%
3 Industrials 12.47%
4 Consumer Discretionary 9.58%
5 Communication Services 5.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-675