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
$286M
AUM Growth
+$5.92M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1 +$747K
2 +$451K
3 +$377K
4
BDX icon
Becton Dickinson
BDX
+$372K
5
DIS icon
Walt Disney
DIS
+$338K

Top Sells

1 +$940K
2 +$699K
3 +$532K
4
DD icon
DuPont de Nemours
DD
+$528K
5
ORCL icon
Oracle
ORCL
+$392K

Sector Composition

1 Healthcare 21.99%
2 Technology 20.32%
3 Industrials 14.23%
4 Financials 8.24%
5 Consumer Staples 6.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$12.2M 4.28%
46,290
-2,012
2
$9.84M 3.44%
77,620
-238
3
$9.49M 3.32%
191,888
-260
4
$9.46M 3.31%
102,303
-2,115
5
$9.38M 3.28%
67,365
-2,080
6
$9.27M 3.24%
84,547
-2,301
7
$9.13M 3.19%
73,420
-1,172
8
$8.39M 2.94%
50,755
-1,375
9
$8.16M 2.86%
97,041
-2,966
10
$7.99M 2.8%
70,818
-275
11
$7.99M 2.79%
87,465
-10,291
12
$7.89M 2.76%
145,660
+460
13
$7.85M 2.75%
66,593
-891
14
$7.33M 2.56%
80,417
-1,709
15
$6.97M 2.44%
52,060
-558
16
$6.92M 2.42%
84,454
+197
17
$6.76M 2.37%
46,643
-604
18
$6.62M 2.31%
44,922
-30
19
$6.15M 2.15%
29,554
-448
20
$6.06M 2.12%
126,520
-2,090
21
$5.66M 1.98%
34,565
+437
22
$5.05M 1.77%
81,535
+334
23
$4.87M 1.71%
13,611
+37
24
$4.84M 1.69%
57,920
+105
25
$4.27M 1.5%
37,337
+987