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
126
$1.09M 0.21%
+14,300
127
$1.09M 0.21%
8,810
+6,200
128
$1.08M 0.2%
+18,769
129
$1.08M 0.2%
+43,700
130
$1.07M 0.2%
9,900
+1,400
131
$1.07M 0.2%
17,920
+7,600
132
$1.06M 0.2%
16,933
+4,400
133
$1.06M 0.2%
6,605
-2,522
134
$1.06M 0.2%
+53,397
135
$1.05M 0.2%
+10,681
136
$1.04M 0.2%
+240,000
137
$1.03M 0.2%
+17,733
138
$1.03M 0.2%
+3,040
139
$1.02M 0.19%
9,857
+4,757
140
$1.02M 0.19%
+21,536
141
$1.01M 0.19%
64,000
-155,600
142
$1.01M 0.19%
+10,236
143
$1M 0.19%
+4,300
144
$1M 0.19%
13,286
-13,300
145
$990K 0.19%
2,718
+818
146
$983K 0.19%
+7,600
147
$981K 0.19%
7,800
+5,473
148
$980K 0.19%
+14,666
149
$965K 0.18%
+42,971
150
$962K 0.18%
+15,586
4 5
6
7 8