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
651
– –
-5,800
652
– –
-5,444
653
– –
-1,200
654
– –
-1,700
655
– –
-12,300
656
– –
-7,500
657
– –
-1,429
658
– –
-5,000
659
– –
-2,389
660
– –
-3,219
661
– –
-17,756
662
– –
-12,200
663
– –
-10,800
664
– –
-28,100
665
– –
-10,152
666
– –
-4,992
667
– –
-3,566
668
– –
-2,791
669
– –
-21,700
670
– –
-8,024
671
– –
-11,738
672
– –
-5,192
673
– –
-28,300
674
– –
-10,127
675
– –
-11,938
25 26
27
28 29