BIG

Brooklyn Investment Group Portfolio holdings

AUM $740M
1-Year Est. Return 22.58%
This Quarter Est. Return
1 Year Est. Return
+22.58%
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
+$7.92M
2
+$4.52M
3
+$3.72M
4
MSFT icon
Microsoft
MSFT
+$3.46M
5
META icon
Meta Platforms (Facebook)
META
+$2.93M

Top Sells

1
+$447K
2
+$318K
3
+$316K
4
CMCSA icon
Comcast
CMCSA
+$219K
5
CCI icon
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
2001
$2.33K ﹤0.01%
+36
2002
$2.33K ﹤0.01%
7
+5
2003
$2.33K ﹤0.01%
+53
2004
$2.33K ﹤0.01%
+323
2005
$2.33K ﹤0.01%
+51
2006
$2.32K ﹤0.01%
128
-67
2007
$2.32K ﹤0.01%
+130
2008
$2.32K ﹤0.01%
+393
2009
$2.31K ﹤0.01%
+173
2010
$2.3K ﹤0.01%
50
2011
$2.28K ﹤0.01%
+355
2012
$2.28K ﹤0.01%
65
2013
$2.27K ﹤0.01%
+97
2014
$2.26K ﹤0.01%
43
-5
2015
$2.25K ﹤0.01%
+49
2016
$2.23K ﹤0.01%
+382
2017
$2.22K ﹤0.01%
+50
2018
$2.21K ﹤0.01%
+12
2019
$2.21K ﹤0.01%
+49
2020
$2.21K ﹤0.01%
12
+9
2021
$2.19K ﹤0.01%
+169
2022
$2.15K ﹤0.01%
+141
2023
$2.15K ﹤0.01%
+30
2024
$2.15K ﹤0.01%
31
+10
2025
$2.15K ﹤0.01%
+32
79 80
81
82 83