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
2026
$2.14K ﹤0.01%
+296
2027
$2.14K ﹤0.01%
394
-2,125
2028
$2.12K ﹤0.01%
+162
2029
$2.1K ﹤0.01%
+87
2030
$2.1K ﹤0.01%
+49
2031
$2.1K ﹤0.01%
270
-91
2032
$2.1K ﹤0.01%
+92
2033
$2.09K ﹤0.01%
91
-41
2034
$2.06K ﹤0.01%
98
+54
2035
$2.06K ﹤0.01%
+46
2036
$2.05K ﹤0.01%
+680
2037
$2.04K ﹤0.01%
+28
2038
$2.04K ﹤0.01%
+50
2039
$2.04K ﹤0.01%
+31
2040
$2.02K ﹤0.01%
+77
2041
$2.02K ﹤0.01%
+6
2042
$2.01K ﹤0.01%
+165
2043
$2.01K ﹤0.01%
+59
2044
$2K ﹤0.01%
+51
2045
$2K ﹤0.01%
+592
2046
$1.99K ﹤0.01%
+48
2047
$1.99K ﹤0.01%
+281
2048
$1.98K ﹤0.01%
30
2049
$1.94K ﹤0.01%
+12
2050
$1.93K ﹤0.01%
1
80 81
82
83 84