BCM

Bayesian Capital Management Portfolio holdings

AUM $633M
1-Year Est. Return 38.33%
This Quarter Est. Return
1 Year Est. Return
+38.33%
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
1
$13M 2.46%
73,123
+40,623
2
$12.8M 2.42%
+66,460
3
$11.1M 2.11%
198,796
+144,800
4
$9.46M 1.79%
88,524
-900
5
$9.36M 1.77%
43,076
+36,623
6
$8.53M 1.61%
+195,122
7
$6.64M 1.26%
+85,000
8
$6.62M 1.25%
+41,679
9
$6.55M 1.24%
47,100
+31,273
10
$6.49M 1.23%
+211,500
11
$5.9M 1.12%
149,028
+63,000
12
$5.74M 1.09%
19,930
+9,700
13
$5.31M 1%
48,900
+8,800
14
$5.02M 0.95%
33,794
+9,594
15
$5.01M 0.95%
+25,100
16
$4.6M 0.87%
23,900
-1,100
17
$4.51M 0.85%
38,000
+23,100
18
$4.4M 0.83%
+69,700
19
$4.38M 0.83%
22,000
-7,300
20
$4.36M 0.82%
+2,220
21
$4.31M 0.81%
+79,100
22
$4.18M 0.79%
+31,492
23
$4.16M 0.79%
47,000
+33,200
24
$4.08M 0.77%
99,000
+58,788
25
$4.03M 0.76%
24,900
+8,200
1
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