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
$376M
AUM Growth
+$29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$1.1M
2
+$999K
3
+$630K
4
BDX icon
Becton Dickinson
BDX
+$585K
5
UNH icon
UnitedHealth
UNH
+$415K

Top Sells

1
+$1.28M
2
+$805K
3
+$647K
4
AAPL icon
Apple
AAPL
+$566K
5
NVDA icon
NVIDIA
NVDA
+$514K

Sector Composition

1 Healthcare 22.44%
2 Technology 20.47%
3 Industrials 12.94%
4 Financials 8.08%
5 Consumer Discretionary 6.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$19.5M 5.19%
142,562
-4,129
2
$16.6M 4.41%
69,745
-1,619
3
$16.4M 4.36%
134,500
-5,300
4
$14.5M 3.86%
39,784
-99
5
$13.5M 3.59%
49,896
+264
6
$13M 3.45%
44,583
-866
7
$12.7M 3.36%
73,473
-345
8
$11M 2.92%
81,535
+2,289
9
$10.9M 2.88%
65,916
-326
10
$10.8M 2.88%
102,590
-333
11
$10.7M 2.84%
37,384
-27
12
$10.7M 2.83%
91,983
-112
13
$10.6M 2.81%
53,272
+431
14
$10.2M 2.71%
70,504
-425
15
$10.1M 2.68%
71,708
-617
16
$9.22M 2.45%
28,925
-22
17
$8.35M 2.22%
78,114
+430
18
$7.64M 2.03%
89,556
+4,362
19
$7.51M 2%
62,623
+498
20
$7.34M 1.95%
80,504
-4,869
21
$7.16M 1.9%
40,704
+297
22
$6.59M 1.75%
14,312
+145
23
$6.12M 1.63%
35,600
+100
24
$6.08M 1.61%
303,720
-25,680
25
$5.71M 1.52%
97,674
+555
1
2 3