BM

Baymount Management Portfolio holdings

AUM $95.4M
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$115M
AUM Growth
+$94.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9
New
Increased
Reduced
Closed

Top Buys

1
+$64.9M
2
+$29.9M
3
+$20.2M

Top Sells

1
+$20.5M

Sector Composition

1 Consumer Discretionary 0%
2 Technology 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$64.9M 54.94%
+610,000
2
$29.9M 25.27%
+300,000
3
$20.2M 17.1%
+395,000
4
– –
0
5
– –
0
6
– –
-200,000
7
– –
0
8
– –
0
9
– –
0