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
526
– –
-33,847
527
– –
-9,141
528
– –
-91,500
529
– –
-40,800
530
– –
-9,426
531
– –
-5,600
532
– –
-7,174
533
– –
-4,993
534
– –
-30,475
535
– –
-25,965
536
– –
-44,526
537
– –
-11,113
538
– –
-8,900
539
– –
-3,424
540
– –
-700
541
– –
-5,269
542
– –
-12,376
543
– –
-204
544
– –
-9,300
545
– –
-14,300
546
– –
-6,250
547
– –
-22,500
548
– –
-14,424
549
– –
-43,981
550
– –
-12,600
20 21
22
23 24