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
$510M
AUM Growth
-$913K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1 +$2.26M
2 +$2.18M
3 +$1.78M
4
ABT icon
Abbott
ABT
+$1.15M
5
MSFT icon
Microsoft
MSFT
+$730K

Top Sells

1 +$2.04M
2 +$1.85M
3 +$1.37M
4
NVDA icon
NVIDIA
NVDA
+$1.11M
5
MRNA icon
Moderna
MRNA
+$1M

Sector Composition

1 Technology 32.6%
2 Healthcare 16.34%
3 Industrials 11.65%
4 Consumer Discretionary 9.44%
5 Communication Services 5.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-15,000