BCM

Bayesian Capital Management Portfolio holdings

AUM $490M
1-Year Est. Return 35.72%
This Quarter Est. Return
1 Year Est. Return
+35.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$529M
AUM Growth
+$44.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
776
New
Increased
Reduced
Closed

Top Buys

1
+$12.8M
2
+$8.53M
3
+$8.11M
4
UNH icon
UnitedHealth
UNH
+$7.96M
5
META icon
Meta Platforms (Facebook)
META
+$7.23M

Top Sells

1
+$18.4M
2
+$6.12M
3
+$6.07M
4
CHTR icon
Charter Communications
CHTR
+$5.6M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$4.65M

Sector Composition

1 Technology 23.14%
2 Consumer Discretionary 18.03%
3 Consumer Staples 13.49%
4 Healthcare 11.58%
5 Industrials 10.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$321K 0.06%
+29,838
352
$320K 0.06%
4,600
-5,000
353
$320K 0.06%
18,700
+1
354
$319K 0.06%
+35,801
355
$315K 0.06%
+8,500
356
$312K 0.06%
5,100
+1,700
357
$312K 0.06%
2,500
-3,404
358
$307K 0.06%
+5,300
359
$307K 0.06%
10,400
-6,793
360
$306K 0.06%
6,747
+1,887
361
$305K 0.06%
+7,600
362
$302K 0.06%
2,100
-1,782
363
$302K 0.06%
4,181
+1,400
364
$302K 0.06%
18,992
+300
365
$302K 0.06%
5,908
-392
366
$298K 0.06%
+13,594
367
$297K 0.06%
+6,803
368
$296K 0.06%
+4,700
369
$296K 0.06%
6,882
-13,300
370
$296K 0.06%
+24,500
371
$296K 0.06%
+15,653
372
$292K 0.06%
+18,000
373
$289K 0.05%
+2,000
374
$288K 0.05%
+950
375
$287K 0.05%
+19,500
13 14
15
16 17