BUFDX
Buffalo Growth & Income Fund Investor Class
1W: -0.9%
1M: -1.6%
3M: +1.3%
YTD: +9.1%
1Y: +10.4%
3Y: +58.0%
5Y: +62.8%
$38.22
+0.26 (+0.68%)
Weekly Expected Move ±1.2%
$37
$37
$38
$38
$39
Key Statistics
AUM$179M
Holdings80
Top 10 Wt30.3%
Volume0
Avg Volume0
Beta0.80
Portfolio Fundamentals
P/E14.0
P/B3.9
Div Yield2.66%
ROE31.6%
% Profitable83%
Inception2012-12-03
Sector Allocation
Financial Services
16.4%
Technology
15.2%
Energy
12.0%
Communication Services
10.1%
Healthcare
9.6%
Real Estate
8.0%
+6 more
Top 10 Holdings
| # | Name | Ticker | Weight % | Market Value | Shares |
|---|---|---|---|---|---|
| 1 | Apple Inc | AAPL.DE | 4.73% | $7.9M | 31,080 |
| 2 | Meta Platforms Inc | FB2A.DE | 4.56% | $7.6M | 13,300 |
| 3 | Microsoft Corp | 4338.HK | 4.14% | $6.9M | 18,650 |
| 4 | Royal Caribbean Cruises Ltd | 0I1W.L | 2.83% | $4.7M | 17,126 |
| 5 | LUMENTUM HOLDINGS INC | — | 2.76% | $4.6M | 650,000 |
| 6 | Viper Energy Inc | VNOM | 2.54% | $4.2M | 90,000 |
| 7 | JPMorgan Chase & Co | CMC.DE | 2.47% | $4.1M | 14,000 |
| 8 | Visa Inc | 3V64.DE | 2.34% | $3.9M | 12,925 |
| 9 | HCA Healthcare Inc | 0J1R.L | 2.30% | $3.8M | 8,100 |
| 10 | Alphabet Inc | ABEC.F | 2.24% | $3.7M | 13,000 |