BG
BRX Global Portfolio holdings
AUM
$102M
1-Year Est. Return
8.87%
This Fund
S&P 500
1 Year Est. Return
+8.87%
AUM
$102M
AUM Growth
-$2.5M
(-2.4%)
Holding
3
Top Buys
No buys this quarter
Top Sells
No sells this quarter
Sector Composition
| 1 | Industrials | 36.8% |
| 2 | Technology | 33.33% |
| 3 | Financials | 29.87% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
TransDigm Group
TDG
$70.5B
| $37.6M | 36.8% |
28,279
|
|
||
2
Guidewire Software
GWRE
$13.8B
| $34.1M | 33.33% |
169,447
|
|
||
3
Moody's
MCO
$77B
| $30.5M | 29.87% |
59,743
|
|