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

Top Buys

1
+$2.51M
2
+$2.16M
3
+$1.84M
4
ABT icon
Abbott
ABT
+$1.18M
5
MSFT icon
Microsoft
MSFT
+$738K

Top Sells

1
+$2.21M
2
+$2.06M
3
+$1.53M
4
NVDA icon
NVIDIA
NVDA
+$1.14M
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
1 2 3
4