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
$300M
AUM Growth
+$47.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1 +$2.04M
2 +$1.02M
3 +$798K
4
TJX icon
TJX Companies
TJX
+$545K
5
UNH icon
UnitedHealth
UNH
+$483K

Top Sells

1 +$1.45M
2 +$1.12M
3 +$451K
4
NVDA icon
NVIDIA
NVDA
+$289K
5
HD icon
Home Depot
HD
+$265K

Sector Composition

1 Technology 22.7%
2 Healthcare 22.23%
3 Industrials 12.6%
4 Financials 8.74%
5 Consumer Staples 6.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$16.4M 5.45%
179,408
-4,940
2
$12.2M 4.07%
41,323
-749
3
$11.8M 3.92%
74,995
-883
4
$10.1M 3.38%
49,834
-338
5
$10.1M 3.36%
142,520
-1,140
6
$9.59M 3.19%
68,167
-1,061
7
$9.41M 3.13%
78,710
-1,576
8
$9.2M 3.06%
103,910
-91
9
$8.72M 2.9%
71,116
-272
10
$8.42M 2.8%
92,117
-1,854
11
$8.12M 2.71%
46,629
-3
12
$8.11M 2.7%
72,391
-379
13
$8.04M 2.68%
37,741
-164
14
$7.54M 2.51%
50,663
-209
15
$7.49M 2.49%
85,704
-683
16
$7.15M 2.38%
119,500
-3,620
17
$7.14M 2.38%
28,515
-1,057
18
$7.11M 2.37%
72,875
-891
19
$6.85M 2.28%
69,614
+1,718
20
$5.61M 1.87%
44,260
-620
21
$5.35M 1.78%
41,042
-1,256
22
$5.04M 1.68%
13,990
-307
23
$4.82M 1.6%
87,758
-465
24
$4.61M 1.54%
33,420
-120
25
$4.3M 1.43%
38,611
-97