BDWCC

B&D White Capital Company Portfolio holdings

AUM $781M
1-Year Est. Return 15.33%
This Quarter Est. Return
1 Year Est. Return
+15.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$176M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$49M
2
+$25M
3
+$10.8M
4
MCD icon
McDonald's
MCD
+$9.75M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$9.73M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 28.7%
2 Healthcare 24.15%
3 Consumer Discretionary 6.79%
4 Technology 3.14%
5 Communication Services 1.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$4K ﹤0.01%
+25
77
$3K ﹤0.01%
+100
78
$3K ﹤0.01%
+45
79
$2K ﹤0.01%
+60
80
$2K ﹤0.01%
+125
81
$1K ﹤0.01%
+45
82
$1K ﹤0.01%
+25
83
$1K ﹤0.01%
+8
84
$0 ﹤0.01%
+4
85
$0 ﹤0.01%
+46
1 2 3
4