BCB
Brian C. Broderick Portfolio holdings
AUM
$526M
1-Year Est. Return
14.32%
1 Year Est. Return
+14.32%
AUM
$506M
AUM Growth
+$14.9M
(+3%)
Holding
89
Top Buys
| 1 | +$1.09M | |
| 2 | +$1.06M | |
| 3 | +$974K | |
| 4 |
Eli Lilly
LLY
|
+$779K |
| 5 |
Nu Holdings
NU
|
+$593K |
Top Sells
| 1 | +$2.79M | |
| 2 | +$2.29M | |
| 3 | +$1.2M | |
| 4 |
Mastercard
MA
|
+$1.18M |
| 5 |
Advanced Micro Devices
AMD
|
+$1.16M |
Sector Composition
| 1 | Technology | 33.55% |
| 2 | Healthcare | 16.36% |
| 3 | Industrials | 12.44% |
| 4 | Consumer Discretionary | 8.64% |
| 5 | Communication Services | 5.34% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Ironwood Pharmaceuticals
IRWD
$511M
| $12.9K | ﹤0.01% |
18,000
-15,000
|
|
||
77
Ball Corp
BALL
$12.8B
| – | – |
-11,958
|
|
||
78
Church & Dwight Co
CHD
$20.2B
| – | – |
-1,880
|
|