Bellevue Asset Management Llc Fund Performance

FundPortfolio ManagerPerformance 24Q4AUM# of HoldingsPerformance Rank Allocation
Bellevue Asset Management LlcBellevue Asset Management Llc-0.34%$193691000 489

Top Holdings Performance History

Bellevue Asset Management Llc Holdings Map

Top 50 Bellevue Asset Management Llc Holdings


Stock Company Name % of Portfolio Δ % of Portf Shares Owned Calls/Puts Value Owned Trade Value Latest Activity Ownership Hist Net Ownership Hist Average Buy Price Price History Sector Date

Largest Stock Buys since Q4 2024:

Stock Company Name % of Portfolio Δ % of Portf Shares Owned Calls/Puts Value Owned Trade Value Latest Activity Ownership Hist Net Ownership Hist Average Buy Price Price History Date

Largest Stock Sells since Q4 2024:

Stock Company Name % of Portfolio Δ % of Portf Shares Owned Calls/Puts Value Owned Trade Value Latest Activity Ownership Hist Net Ownership Hist Average Buy Price Price History Date

Portfolio Structure

Sector Allocation over time

Bellevue Asset Management Llc Performance History

Performance Metric 3-Year Annualized Return 3-Year Cumulative Return Compared to other Funds

Performance vs S&P500

Performance compared to other Funds