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
$500M
AUM Growth
+$29.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
31
New
Increased
Reduced
Closed

Top Buys

1 +$449K

Top Sells

1 +$13.4M
2 +$3.22M
3 +$1.03M
4
AMYT
Amryt Pharma plc American Depositary Shares
AMYT
+$996K
5
PFE icon
Pfizer
PFE
+$59K

Sector Composition

1 Healthcare 38.91%
2 Utilities 28.57%
3 Industrials 12.91%
4 Financials 7.09%
5 Technology 5.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$832K 0.17%
61,512
27
$476K 0.1%
70,279
28
$269K 0.05%
4,800