BA
Broadview Advisors Portfolio holdings
AUM
$324M
This Quarter Return
+2.86%
1 Year Return
-0.76%
3 Year Return
+65.26%
5 Year Return
+87.92%
10 Year Return
–
AUM
$324M
AUM Growth
+$324M
(-12%)
Cap. Flow
-$51.8M
Cap. Flow
% of AUM
-15.99%
Top 10 Holdings %
Top 10 Hldgs %
31.19%
Holding
97
New
3
Increased
16
Reduced
47
Closed
27
Top Buys
| 1 |
Kennametal
KMT
|
$5.31M |
| 2 |
PRAH
PRA Health Sciences, Inc.
PRAH
|
$5.31M |
| 3 |
Brunswick
BC
|
$3.85M |
| 4 |
VCRA
VOCERA COMMUNICATIONS, INC.
VCRA
|
$3.62M |
| 5 |
CSII
Cardiovascular Systems, Inc.
CSII
|
$3.57M |
Top Sells
| 1 |
ScottsMiracle-Gro
SMG
|
$10.1M |
| 2 |
Ingersoll Rand
IR
|
$5.68M |
| 3 |
IBKC
IBERIABANK Corp
IBKC
|
$5.37M |
| 4 |
Pure Storage
PSTG
|
$5.25M |
| 5 |
Marvell Technology
MRVL
|
$4.22M |
Sector Composition
| 1 | Industrials | 23.58% |
| 2 | Technology | 19.44% |
| 3 | Financials | 16.89% |
| 4 | Healthcare | 10.7% |
| 5 | Consumer Discretionary | 8.99% |
