BCM
Bayesian Capital Management Portfolio holdings
AUM
$633M
1-Year Return
38.33%
This Quarter Return
+7.68%
1 Year Return
+38.33%
3 Year Return
+146.47%
5 Year Return
+216.79%
10 Year Return
–
AUM
$393M
AUM Growth
-$97.4M
(-20%)
Cap. Flow
-$106M
Cap. Flow
% of AUM
-26.99%
Top 10 Holdings %
Top 10 Hldgs %
11.43%
Holding
941
New
415
Increased
35
Reduced
103
Closed
386
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$12.7M |
| 2 |
Meta Platforms (Facebook)
META
|
$3.26M |
| 3 |
Abbott
ABT
|
$3.26M |
| 4 |
TJX Companies
TJX
|
$2.96M |
| 5 |
Netflix
NFLX
|
$2.72M |
Top Sells
| 1 |
Costco
COST
|
$6.63M |
| 2 |
Accenture
ACN
|
$6.43M |
| 3 |
Medtronic
MDT
|
$5.02M |
| 4 |
Alphabet (Google) Class A
GOOGL
|
$4.61M |
| 5 |
Alphabet (Google) Class C
GOOG
|
$4.39M |
Sector Composition
| 1 | Technology | 20.97% |
| 2 | Consumer Discretionary | 16.86% |
| 3 | Industrials | 11.01% |
| 4 | Healthcare | 10.97% |
| 5 | Financials | 9.04% |
