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
$236M
AUM Growth
+$11.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1 +$916K
2 +$605K
3 +$566K
4
XLNX
Xilinx Inc
XLNX
+$559K
5
TGT icon
Target
TGT
+$520K

Top Sells

1 +$2.61M
2 +$553K
3 +$394K
4
DYAX
DYAX CORPORATION
DYAX
+$376K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$354K

Sector Composition

1 Healthcare 20.68%
2 Technology 20.01%
3 Industrials 19.28%
4 Energy 10.86%
5 Consumer Staples 8.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-483