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
676
– –
-8,895
677
– –
-19,800
678
– –
-2,900
679
– –
-8,700
680
– –
-5,117
681
– –
-2,072
682
– –
-31,300
683
– –
-7,228
684
– –
-29,758
685
– –
-8,097
686
– –
-11,352
687
– –
-26,500
688
– –
-4,230
689
– –
-17,500
690
– –
-6,981
691
– –
-20,800
692
– –
-48,242
693
– –
-4,164
694
– –
-34,260
695
– –
-56,380
696
– –
-625
697
– –
-14,020
698
– –
-2,700
699
– –
-10,300
700
– –
-14,171
26 27
28
29 30