BA

Broadview Advisors Portfolio holdings

AUM $324M
1-Year Est. Return 0.76%
This Quarter Est. Return
1 Year Est. Return
-0.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$708M
AUM Growth
-$12.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$8.53M
2
+$6.21M
3
+$5.3M
4
MAN icon
ManpowerGroup
MAN
+$4.52M
5
ABTX
Allegiance Bancshares
ABTX
+$4.22M

Top Sells

1
+$8.3M
2
+$7.38M
3
+$6.8M
4
MTW icon
Manitowoc
MTW
+$5.84M
5
NXTM
NxStage Medical Inc.
NXTM
+$5.75M

Sector Composition

1 Technology 17.43%
2 Financials 16.59%
3 Industrials 16.58%
4 Consumer Discretionary 15.09%
5 Healthcare 11.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$11.3M 1.59%
359,375
-76,300
27
$10.2M 1.44%
613,700
-26,100
28
$9.83M 1.39%
478,075
+8,300
29
$9.49M 1.34%
162,225
+2,650
30
$9.38M 1.32%
288,463
-70,450
31
$9.34M 1.32%
642,875
+138,375
32
$9.15M 1.29%
210,256
+63,150
33
$8.88M 1.25%
462,134
+7,850
34
$8.53M 1.2%
+283,881
35
$8.43M 1.19%
297,675
+5,500
36
$7.97M 1.13%
846,123
-231,000
37
$7.94M 1.12%
230,794
-152,100
38
$7.88M 1.11%
1,227,985
-468,455
39
$7.68M 1.08%
152,025
+2,650
40
$7.52M 1.06%
94,275
-92,484
41
$7.52M 1.06%
330,523
-111,600
42
$7.29M 1.03%
46,436
+1,690
43
$7.17M 1.01%
428,230
+7,400
44
$6.8M 0.96%
70,152
-13,700
45
$6.58M 0.93%
1,055,225
+80,000
46
$6.5M 0.92%
119,992
-21,810
47
$6.33M 0.89%
253,189
+119,778
48
$6.22M 0.88%
463,950
+8,250
49
$6.21M 0.88%
+89,100
50
$6.09M 0.86%
143,850
+45,400
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