BA

Bristlecone Advisors Portfolio holdings

AUM $1.2B
1-Year Est. Return 19.79%
This Quarter Est. Return
1 Year Est. Return
+19.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$295M
AUM Growth
+$8.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Sells

1 +$787K
2 +$747K
3 +$727K
4
CSCO icon
Cisco
CSCO
+$538K
5
QCOM icon
Qualcomm
QCOM
+$533K

Sector Composition

1 Technology 12.47%
2 Financials 8.73%
3 Industrials 8.37%
4 Healthcare 7.73%
5 Communication Services 5.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-2,575
152
-1,795
153
-2,272
154
-1,716
155
-9,870
156
-2,050
157
-1,962