BIG

Brooklyn Investment Group Portfolio holdings

AUM $2.17B
1-Year Est. Return 22.31%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.31%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$463M
AUM Growth
+$128M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,924
New
Increased
Reduced
Closed

Top Buys

1 +$9.27M
2 +$4.71M
3 +$4.24M
4
MSFT icon
Microsoft
MSFT
+$3.75M
5
META icon
Meta Platforms (Facebook)
META
+$3.28M

Top Sells

1 +$494K
2 +$307K
3 +$305K
4
DIS icon
Walt Disney
DIS
+$221K
5
CMCSA icon
Comcast
CMCSA
+$214K

Sector Composition

1 Technology 27.23%
2 Financials 13.91%
3 Healthcare 11.34%
4 Consumer Discretionary 10.31%
5 Communication Services 7.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2601
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2602
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2603
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2604
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2605
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2617
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2618
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2619
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2620
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2621
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2622
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2623
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2624
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2625
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