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
51
$5.3M 0.75%
+127,550
52
$5.17M 0.73%
224,225
+4,350
53
$5.15M 0.73%
221,300
-10,250
54
$5.02M 0.71%
305,000
+800
55
$4.55M 0.64%
228,666
-63,500
56
$4.52M 0.64%
+53,668
57
$4.22M 0.6%
+178,600
58
$4.1M 0.58%
+163,319
59
$4.06M 0.57%
365,000
+7,100
60
$3.94M 0.56%
57,400
-51,683
61
$3.71M 0.52%
148,186
-80,414
62
$3.7M 0.52%
400,981
-137,319
63
$3.67M 0.52%
522,545
-39,672
64
$3.43M 0.48%
72,693
-87,700
65
$2.88M 0.41%
339,028
+6,450
66
$2.62M 0.37%
106,350
+80,450
67
$2.57M 0.36%
137,436
-5,850
68
$2.53M 0.36%
894
+450
69
$2.4M 0.34%
124,933
+17,841
70
$2.24M 0.32%
166,123
+26,750
71
$2.13M 0.3%
27,225
+5,700
72
$2.06M 0.29%
+123,653
73
$2.01M 0.28%
+37,450
74
$1.71M 0.24%
+98,576
75
$1.64M 0.23%
372,918
+707
1 2
3
4 5