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
201
$741K 0.14%
40,509
-22,100
202
$739K 0.14%
17,661
+7,000
203
$737K 0.14%
3,600
+1,600
204
$734K 0.14%
+2,954
205
$733K 0.14%
+62,000
206
$732K 0.14%
+8,100
207
$728K 0.14%
+26,446
208
$722K 0.14%
8,821
+662
209
$718K 0.14%
+20,837
210
$717K 0.14%
+6,700
211
$709K 0.13%
+23,456
212
$704K 0.13%
+16,500
213
$701K 0.13%
+13,800
214
$693K 0.13%
+7,077
215
$688K 0.13%
8,012
-6,038
216
$681K 0.13%
+13,500
217
$678K 0.13%
+4,300
218
$675K 0.13%
+4,536
219
$674K 0.13%
48,200
-4,700
220
$673K 0.13%
+9,100
221
$671K 0.13%
+18,400
222
$669K 0.13%
+10
223
$669K 0.13%
24,485
+5,385
224
$668K 0.13%
+17,300
225
$663K 0.13%
+13,022
7 8
9
10 11