BOIA
Bush ODonnell Investment Advisors Portfolio holdings
AUM
$65.2M
This Quarter Return
+2.89%
1 Year Return
+13.39%
3 Year Return
+45.85%
5 Year Return
+65.86%
10 Year Return
–
AUM
$201M
AUM Growth
–
Cap. Flow
+$201M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
56.97%
Holding
48
New
48
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
ESRX
Express Scripts Holding Company
ESRX
|
$15.1M |
| 2 |
Colgate-Palmolive
CL
|
$12.8M |
| 3 |
Walmart
WMT
|
$12.2M |
| 4 |
PepsiCo
PEP
|
$11.3M |
| 5 |
Johnson & Johnson
JNJ
|
$11.1M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Consumer Staples | 23.5% |
| 2 | Financials | 23.4% |
| 3 | Industrials | 19.94% |
| 4 | Healthcare | 19.67% |
| 5 | Energy | 11.58% |
