BCB

Brian C. Broderick Portfolio holdings

AUM $506M
1-Year Est. Return 12.39%
This Quarter Est. Return
1 Year Est. Return
+12.39%
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 +$1.05M
2 +$625K
3 +$585K
4
ROK icon
Rockwell Automation
ROK
+$574K
5
XLNX
Xilinx Inc
XLNX
+$559K

Top Sells

1 +$2.5M
2 +$569K
3 +$422K
4
XOM icon
Exxon Mobil
XOM
+$391K
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