BIG
Brooklyn Investment Group Portfolio holdings
AUM
$762M
1-Year Est. Return
22.03%
1 Year Est. Return
+22.03%
AUM
$463M
AUM Growth
+$128M
(+38%)
Holding
2,924
Top Buys
| 1 | +$7.92M | |
| 2 | +$4.52M | |
| 3 | +$3.72M | |
| 4 |
Microsoft
MSFT
|
+$3.46M |
| 5 |
Meta Platforms (Facebook)
META
|
+$2.93M |
Top Sells
| 1 | +$447K | |
| 2 | +$318K | |
| 3 | +$316K | |
| 4 |
Comcast
CMCSA
|
+$219K |
| 5 |
Crown Castle
CCI
|
+$212K |
Sector Composition
| 1 | Technology | 27.25% |
| 2 | Financials | 13.9% |
| 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 | |
|---|---|---|---|---|---|---|
51
Intuitive Surgical
ISRG
$160B
| $1.5M | 0.32% |
3,022
+109
|
|
||
52
Duke Energy
DUK
$99.9B
| $1.47M | 0.32% |
12,035
+3,256
|
|
||
53
NextEra Energy
NEE
$174B
| $1.43M | 0.31% |
20,161
+1,204
|
|
||
54
PepsiCo
PEP
$210B
| $1.42M | 0.31% |
9,498
+2,974
|
|
||
55
RTX Corp
RTX
$211B
| $1.4M | 0.3% |
10,568
+3,632
|
|
||
56
Eaton
ETN
$145B
| $1.39M | 0.3% |
5,132
+991
|
|
||
57
Southern Company
SO
$108B
| $1.37M | 0.29% |
14,854
+3,941
|
|
||
58
Vanguard S&P 500 ETF
VOO
$757B
| $1.36M | 0.29% |
2,646
+1,109
|
|
||
59
Chevron
CVX
$308B
| $1.34M | 0.29% |
8,028
+291
|
|
||
60
Union Pacific
UNP
$134B
| $1.33M | 0.29% |
5,611
+884
|
|
||
61
iShares Core S&P Total US Stock Market ETF
ITOT
$77.6B
| $1.32M | 0.29% |
10,831
+4,592
|
|
||
62
Boston Scientific
BSX
$147B
| $1.31M | 0.28% |
12,971
+1,358
|
|
||
63
American Express
AXP
$239B
| $1.3M | 0.28% |
4,845
+1,255
|
|
||
64
Vertex Pharmaceuticals
VRTX
$107B
| $1.3M | 0.28% |
2,680
+774
|
|
||
65
Cigna
CI
$79.9B
| $1.28M | 0.28% |
3,886
+1,529
|
|
||
66
Chubb
CB
$107B
| $1.28M | 0.28% |
4,233
+1,565
|
|
||
67
Advanced Micro Devices
AMD
$378B
| $1.27M | 0.27% |
12,383
-74
|
|
||
68
Marsh & McLennan
MMC
$92.9B
| $1.26M | 0.27% |
5,168
+1,153
|
|
||
69
Shell
SHEL
$209B
| $1.26M | 0.27% |
17,153
+14,881
|
|
||
70
Texas Instruments
TXN
$161B
| $1.26M | 0.27% |
6,995
+1,111
|
|
||
71
Qualcomm
QCOM
$176B
| $1.23M | 0.26% |
7,985
+1,365
|
|
||
72
Thermo Fisher Scientific
TMO
$204B
| $1.21M | 0.26% |
2,430
-225
|
|
||
73
Lowe's Companies
LOW
$137B
| $1.19M | 0.26% |
5,104
+832
|
|
||
74
Caterpillar
CAT
$247B
| $1.18M | 0.26% |
3,582
+710
|
|
||
75
Analog Devices
ADI
$119B
| $1.15M | 0.25% |
5,714
+1,226
|
|