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
701
– –
-7,300
702
– –
-4,600
703
– –
-9,608
704
– –
-126,850
705
– –
-14,351
706
– –
-10,923
707
– –
-4,412
708
– –
-113,821
709
– –
-27,100
710
– –
-2,128
711
– –
-4,594
712
– –
-1,700
713
– –
-24,050
714
– –
-40,209
715
– –
-35,400
716
– –
-30,831
717
– –
-4,123
718
– –
-75,438
719
– –
-2,600
720
– –
-5,655
721
– –
-10,127
722
– –
-28,100
723
– –
-9,621
724
– –
-42,600
725
– –
-198
27 28
29
30 31