BC

Bruce & Co Portfolio holdings

AUM $308M
1-Year Est. Return 16.62%
This Quarter Est. Return
1 Year Est. Return
+16.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$418M
AUM Growth
+$34.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1 +$7.07M
2 +$3.48M
3 +$2.19M
4
TWI icon
Titan International
TWI
+$449K

Top Sells

1 +$3.13M
2 +$468K
3 +$68.6K
4
DRRX
DURECT Corp
DRRX
+$10.5K

Sector Composition

1 Utilities 28.76%
2 Industrials 17.75%
3 Healthcare 15.21%
4 Financials 8.09%
5 Technology 5.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$1.41M 0.34%
23,124
-1,128
27
$1.4M 0.34%
7,134
28
$716K 0.17%
15,300
-10,000
29
$586K 0.14%
7,932
30
$512K 0.12%
48,811
-1,000
31
$449K 0.11%
+43,436
32
$425K 0.1%
5,184
33
$322K 0.08%
4,724
34
$208K 0.05%
254,040
35
$172K 0.04%
62,870