Broderick Brian C is based out of Boston. Their last reported 13F filing for Q4 2023 included $400,652,487 in managed 13F securities
and a top 10 holdings concentration of 41.72%. Broderick Brian C's largest holding is Apple Inc with shares held of 122,792. Whalewisdom has at least 76 13F filings
2023-12-31
Top Buys (13F)
Name | % Change |
---|---|
AMD Advanced Micro Devic | 1.07% |
MSFT Microsoft Corp. | 0.45% |
XYL Xylem Inc | 0.33% |
SBGSY Schneider Se ADR | 0.27% |
FI Fiserv, Inc. | 0.26% |
2023-12-31
Top Sells (13F)
Name | % Change |
---|---|
ILMN Illumina Inc | 0.49% |
DHR Danaher Corp. | 0.44% |
PYPL PayPal Holdings Inc | 0.29% |
CVS CVS Health Corp. (Me | 0.16% |
HON Honeywell Internatio | 0.16% |
2023-12-31
13F Holdings Summary
Name | $ Change |
---|---|
AAPL Apple Inc | 5.9% |
MSFT Microsoft Corp. | 4.8% |
GOOGL Alphabet Inc. Class | 4.61% |
AMD Advanced Micro Devic | 4.49% |
MA Mastercard Inc | 4.36% |
2023-12-31
13F Activity
Market Value | $401m, Prior: $363m |
New Purchases | 0 stocks |
Added To | 41 stocks |
Sold out of | 4 stocks |
Reduced holdings in | 13 stocks |
Top 10 Holdings % | 41.72% |
Turnover %[1] | 5.33% |
Turnover Alt %[2] | 1.5% |
Time Held Top 20 | 29.05 quarters |
Time Held Top 10 | 11.6 quarters |
Time Held All | 31.41 quarters |
[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.
2023-12-31
13F Sector Allocation Over Time
2023-12-31
Analysis
Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31