BR

Biechele Royce Advisors

13F
Biechele Royce Advisors
Last update 2024-10-29 55 Stocks (1 new)
Value $303.00 Mil Turnover 5 %
Countries:
Top Holdings: AAPL(8.77%)BK(7.84%)AMAT(7.77%)AMGN(6.89%)MDT(5.87%)
Portfolio Report
Summary Stock Picks Current Portfolio
Biechele Royce Advisors Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
AAPL 		Apple Inc
114,250
26620.000
-1.77%
8.770
-0.15%
0.000
+8.54%
+18.60%
3438547.416
Hardware
BK 		Bank of New York Mellon Corp
331,011
23790.000
-1.89%
7.840
-0.13%
0.050
+26.69%
+53.60%
56486.715
Banks
AMAT 		Applied Materials Inc
116,623
23560.000
-4.13%
7.770
-0.40%
0.010
+8.94%
+20.41%
160008.589
Semiconductors
AMGN 		Amgen Inc
64,848
20900.000
-3.32%
6.890
-0.23%
0.010
+3.73%
+14.23%
173037.159
Drug Manufacturers
MDT 		Medtronic PLC
197,754
17800.000
+4.00%
5.870
+0.23%
0.020
+9.53%
+9.67%
113022.731
Medical Devices & Instruments
CVS 		CVS Health Corp
271,413
17070.000
-1.07%
5.630
-0.06%
0.020
+2.19%
-24.70%
71817.324
Healthcare Plans
BWA 		BorgWarner Inc
461,454
16750.000
+4.58%
5.520
+0.24%
0.200
+11.13%
-1.23%
7667.618
Vehicles & Parts
RHI 		Robert Half Inc
233,954
15770.000
+6.33%
5.200
+0.31%
0.220
+26.81%
-11.77%
7826.110
Business Services
UPS 		United Parcel Service Inc
109,205
14890.000
+8.33%
4.910
+0.38%
0.010
+10.17%
-11.65%
114479.526
Transportation
SLV 		iShares Silver Trust
481,174
13670.000
-1.71%
4.510
-0.07%
0.090
+19.65%
+33.65%
15342.021
 

Biechele Royce Advisors's Historical Top Holdings Breakdowns

Biechele Royce Advisors's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
BEN 		Franklin Resources Inc2024-09-30Sold Out
-2.65%
●
19.13 ($21.55) 23.97
$21.29
-1.21%
Sold Out
0
-351,290
V 		Visa Inc2024-09-30Add
+1.99%
●
253.74 ($270.36) 291.56
$305.80
13.11%
Add 1770.74%
23,141
21,904
PNR 		Pentair PLC2024-09-30Reduce
-1.75%
●
74.39 ($85.55) 97.79
$102.94
20.33%
Reduce -46.93%
76,274
-67,436
RDDT 		Reddit Inc2024-09-30New Buy
+0.58%
●
50.69 ($61.82) 73.85
$131.44
112.62%
New holding
26,603
26,603
SCHW 		Charles Schwab Corp2024-09-30Add
+0.41%
●
61.74 ($65.69) 76.08
$73.17
11.39%
Add 9.96%
210,531
19,061
ZBH 		Zimmer Biomet Holdings Inc2024-09-30Add
+0.41%
●
104.47 ($109.14) 116.17
$108.69
-0.41%
Add 21.05%
66,110
11,496
AMAT 		Applied Materials Inc2024-09-30Reduce
-0.40%
●
174.75 ($205.11) 254.97
$194.09
-5.37%
Reduce -4.13%
116,623
-5,027
UPS 		United Parcel Service Inc2024-09-30Add
+0.38%
●
123.32 ($131.29) 147.38
$134.15
2.18%
Add 8.33%
109,205
8,393
RHI 		Robert Half Inc2024-09-30Add
+0.31%
●
59.34 ($63.34) 68.28
$75.80
19.67%
Add 6.33%
233,954
13,935
BWA 		BorgWarner Inc2024-09-30Add
+0.24%
●
31.19 ($32.97) 36.75
$35.06
6.34%
Add 4.58%
461,454
20,188

Biechele Royce Advisors Total Holding History ($B)

To

Biechele Royce Advisors's Asset Allocation

To

Biechele Royce Advisors Past Portfolios

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

Top Ranked Articles

  • 1

Biechele Royce Advisors's Hypothetical Growth since 2024-09-30

Biechele Royce Advisors's Yearly Returns

Year Portfolio % % Excess Gain %

Biechele Royce Advisors's Holdings Heat Map

Size field:

Biechele Royce Advisors's Holdings Bubble Chart

Biechele Royce Advisors News

  • 1

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