BG

Bollard Group LLC

13F
Bollard Group LLC
Last update 2025-02-16 289 Stocks (3 new)
Value $3.61 Bil Turnover 0 %
Countries:
Top Holdings: BSX(51.33%)LLY(5.13%)IT(4.80%)AMZN(4.35%)MSFT(3.28%)
Summary Stock Picks Current Portfolio
Bollard Group LLC Top Holdings of 2024-12-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
BSX 		Boston Scientific Corp
20,733,226
1,851,890.0
-2.40%
51.330
-1.14%
1.410
+13.20%
+12.73%
148,927.6
Medical Devices & Instruments
LLY 		Eli Lilly and Co
239,895
185,200.0
-4.62%
5.130
-0.27%
0.030
+9.28%
+8.68%
752,280.2
Drug Manufacturers
IT 		Gartner Inc
357,790
173,340.0
-6.53%
4.800
-0.34%
0.470
-12.39%
-11.16%
33,061.0
Software
AMZN 		Amazon.com Inc
715,672
157,010.0
-6.68%
4.350
-0.25%
0.010
-12.76%
-10.57%
2,079,380.5
Retail - Cyclical
MSFT 		Microsoft Corp
280,471
118,220.0
-3.77%
3.280
-0.13%
0.000
-10.21%
-6.99%
2,908,619.9
Software
GOOG 		Alphabet Inc
421,616
80,290.0
-6.38%
2.230
-0.13%
0.000
-13.74%
-12.60%
2,011,461.3
Interactive Media
OKE 		ONEOK Inc
746,202
74,920.0
-2.59%
2.080
-0.05%
0.120
+0.32%
0%
62,021.9
Oil & Gas
CAT 		Caterpillar Inc
194,404
70,520.0
-9.43%
1.950
-0.21%
0.040
-7.93%
-7.10%
160,480.0
Farm & Heavy Construction Machinery
SCCO 		Southern Copper Corp
727,385
65,810.0
-8.77%
1.820
-0.21%
0.090
+9.54%
+11.80%
79,944.7
Metals & Mining
EPD 		Enterprise Products Partners LP
1,527,099
47,890.0
-1.71%
1.330
-0.02%
0.070
+10.97%
+9.66%
73,308.9
Oil & Gas

Bollard Group LLC's Historical Top Holdings Breakdowns

Bollard Group LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
TMO 		Thermo Fisher Scientific Inc2024-12-31Reduce
-1.83%
●
501.29 ($548.8) 612.72
$517.72
-5.66%
Reduce -100%
1
-111,254
BSX 		Boston Scientific Corp2024-12-31Reduce
-1.14%
●
83.62 ($88.09) 91.5
$100.69
14.30%
Reduce -2.4%
20,733,226
-510,325
IT 		Gartner Inc2024-12-31Reduce
-0.34%
●
481.22 ($515.78) 551.8
$430.38
-16.56%
Reduce -6.53%
357,790
-25,005
LLY 		Eli Lilly and Co2024-12-31Reduce
-0.27%
●
727.2 ($827.11) 932.06
$837.57
1.26%
Reduce -4.62%
239,895
-11,628
AMZN 		Amazon.com Inc2024-12-31Reduce
-0.25%
●
180.8 ($204.89) 232.93
$196.21
-4.24%
Reduce -6.68%
715,672
-51,221
CAT 		Caterpillar Inc2024-12-31Reduce
-0.21%
●
360.37 ($387.75) 416.88
$335.78
-13.40%
Reduce -9.43%
194,404
-20,247
SCCO 		Southern Copper Corp2024-12-31Reduce
-0.21%
●
90.47 ($104.49) 116.37
$100.41
-3.90%
Reduce -8.77%
727,385
-69,402
FDVV 		Fidelity High Dividend ETF2024-12-31Sold Out
-0.19%
●
49.66 ($51.25) 52.63
$49.65
-3.12%
Sold Out
0
-138,938
GOOG 		Alphabet Inc2024-12-31Reduce
-0.13%
●
163.06 ($176.63) 198.16
$166.25
-5.88%
Reduce -6.38%
421,616
-28,717
JPM 		JPMorgan Chase & Co2024-12-31Reduce
-0.13%
●
205.23 ($233.33) 250.29
$241.63
3.56%
Reduce -16.45%
122,454
-24,103

Bollard Group LLC Total Holding History ($B)

To

Bollard Group LLC's Asset Allocation

To

Bollard Group LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Bollard Group LLC's Hypothetical Growth since 2024-12-31

Bollard Group LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Bollard Group LLC's Holdings Heat Map

Size field:

Bollard Group LLC's Holdings Bubble Chart

Bollard Group LLC News

  • 1

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