BCM

Bayesian Capital Management Portfolio holdings

AUM $43.6M
1-Year Est. Return 23.65%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$493M
AUM Growth
-$43.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,115
New
Increased
Reduced
Closed

Top Buys

1 +$15.8M
2 +$9.79M
3 +$7.24M
4
META icon
Meta Platforms (Facebook)
META
+$6.64M
5
BABA icon
Alibaba
BABA
+$5.41M

Top Sells

1 +$6.76M
2 +$6.11M
3 +$4.04M
4
EOG icon
EOG Resources
EOG
+$4.02M
5
TMUS icon
T-Mobile US
TMUS
+$3.82M

Sector Composition

1 Technology 24.08%
2 Healthcare 13.66%
3 Consumer Discretionary 12.3%
4 Industrials 9.83%
5 Financials 9.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1026
-11,700
1027
-36,400
1028
-29,713
1029
-6,101
1030
-16,153
1031
-24,410
1032
-22,948
1033
-12,400
1034
-3,519
1035
-1,700
1036
-3,200
1037
-16,900
1038
-18,116
1039
-13,600
1040
-9,063
1041
-8,693
1042
-4,293
1043
-13,800
1044
-16,200
1045
-1,551
1046
-11,759
1047
-43,076
1048
-25,743
1049
-20,700
1050
-45,100