FBP

Flippin Bruce & Porter Portfolio holdings

AUM $553M
1-Year Est. Return 70.43%
This Quarter Est. Return
1 Year Est. Return
+70.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$432M
AUM Growth
+$21.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$3.52M
2
+$2.31M
3
+$1.76M
4
KSS icon
Kohl's
KSS
+$1.3M
5
FE icon
FirstEnergy
FE
+$1.02M

Top Sells

1
+$3.87M
2
+$3.2M
3
+$2.91M
4
HPE icon
Hewlett Packard
HPE
+$2.62M
5
MRK icon
Merck
MRK
+$2.6M

Sector Composition

1 Financials 23.42%
2 Technology 15.72%
3 Healthcare 12.81%
4 Energy 10.92%
5 Industrials 10.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-6,840
77
– –
-90,625
78
– –
-194,592
1 2 3
4