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
$337M
AUM Growth
+$22.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1 +$626K
2 +$524K
3 +$506K
4
BDX icon
Becton Dickinson
BDX
+$353K
5
UNH icon
UnitedHealth
UNH
+$217K

Top Sells

1 +$4.36M
2 +$2.33M
3 +$1.59M
4
VFC icon
VF Corp
VFC
+$1.44M
5
AAPL icon
Apple
AAPL
+$674K

Sector Composition

1 Healthcare 22.9%
2 Technology 21.31%
3 Industrials 13.07%
4 Financials 8.44%
5 Consumer Staples 6.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$20.2M 6%
152,315
-5,077
2
$14.3M 4.25%
40,146
-123
3
$14.2M 4.21%
71,966
-1,502
4
$12.5M 3.71%
142,760
-940
5
$11.3M 3.37%
103,325
-1,066
6
$11M 3.27%
49,468
-38
7
$10.9M 3.24%
73,978
+280
8
$10.9M 3.24%
78,469
-129
9
$10.7M 3.18%
45,732
+93
10
$10.4M 3.1%
66,381
-109
11
$10.2M 3.02%
92,964
-168
12
$10.1M 3.01%
71,395
-678
13
$9.88M 2.93%
72,202
-710
14
$9.35M 2.78%
37,261
-849
15
$9.16M 2.72%
52,004
+822
16
$8.82M 2.62%
77,423
+1,584
17
$8.14M 2.42%
86,220
-425
18
$7.62M 2.26%
28,667
+172
19
$7.3M 2.17%
40,304
+1,114
20
$6.3M 1.87%
61,893
+1,664
21
$6.04M 1.79%
84,501
+51
22
$5.76M 1.71%
35,360
+780
23
$5.46M 1.62%
90,545
+1,113
24
$5.12M 1.52%
14,231
+5
25
$5.01M 1.49%
34,263
-54