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
$260M
AUM Growth
+$34.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1 +$14.6M
2 +$13.9M
3 +$13.6M
4
FDX icon
FedEx
FDX
+$9.66M
5
V icon
Visa
V
+$7.63M

Top Sells

1 +$60M
2 +$33.6M
3 +$6.81M
4
EMQQ icon
EMQQ The Emerging Markets Internet & Ecommerce ETF
EMQQ
+$6.48M
5
MSFT icon
Microsoft
MSFT
+$6.03M

Sector Composition

1 Consumer Discretionary 12.88%
2 Industrials 10.84%
3 Technology 8.73%
4 Healthcare 7.1%
5 Communication Services 6.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-3,490
77
-64,798
78
-2,151
79
-102,258