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
$491M
AUM Growth
-$19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$2.36M
2
+$2.21M
3
+$1.64M
4
CRM icon
Salesforce
CRM
+$1.22M
5
UBER icon
Uber
UBER
+$981K

Top Sells

1
+$3.29M
2
+$1.92M
3
+$1.75M
4
NVDA icon
NVIDIA
NVDA
+$1.7M
5
FISV
Fiserv Inc
FISV
+$552K

Sector Composition

1 Technology 31.12%
2 Healthcare 18.57%
3 Industrials 12.05%
4 Consumer Discretionary 8.79%
5 Consumer Staples 5.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-1,583
77
– –
-3,621
78
– –
-2,798
1 2 3
4