BCB

Brian C. Broderick Portfolio holdings

AUM $529M
1-Year Est. Return 20.32%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.32%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$223M
AUM Growth
+$7.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1 +$1.01M
2 +$717K
3 +$682K
4
IBM icon
IBM
IBM
+$675K
5
ESRX
Express Scripts Holding Company
ESRX
+$620K

Top Sells

1 +$2.2M
2 +$2.11M
3 +$2.03M
4
SIAL
SIGMA - ALDRICH CORP
SIAL
+$1.65M
5
EMC
EMC CORPORATION
EMC
+$1.22M

Sector Composition

1 Healthcare 23.26%
2 Technology 18.79%
3 Industrials 15.76%
4 Consumer Staples 9.71%
5 Energy 6.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-11,860
102
-5,510