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
$506M
AUM Growth
+$14.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$960K
2
+$933K
3
+$843K
4
LLY icon
Eli Lilly
LLY
+$776K
5
NVO icon
Novo Nordisk
NVO
+$568K

Top Sells

1
+$2.22M
2
+$1.96M
3
+$1.2M
4
MA icon
Mastercard
MA
+$1.16M
5
AMD icon
Advanced Micro Devices
AMD
+$889K

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
$12.9K ﹤0.01%
18,000
-15,000
77
– –
-11,958
78
– –
-1,880
1 2 3
4