We are live on ! Find out more
BPA

BC Partners Advisors Portfolio holdings

AUM $9.17B
1-Year Est. Return 97.31%
This Fund
S&P 500
This Quarter Est. Return
+15.28%
1 Year Est. Return
+97.31%
3 Year Est. Return
+25.65%
5 Year Est. Return
+165.94%
10 Year Est. Return
–
AUM
$10.4B
AUM Growth
+$643M
Cap. Flow
-$256M
Cap. Flow %
-2.47%
Top 10 Hldgs %
100%
Holding
3
New
–
Increased
–
Reduced
2
Closed
–

Top Buys

No buys this quarter

Top Sells

1
CHWY icon
Chewy
CHWY
+$163M
2
I
INTELSAT S. A.
I
+$93.6M

Sector Composition

1 Consumer Discretionary 94.8%
2 Communication Services 2.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CHWY icon
1
Chewy
CHWY
$8.32B
$9.82B 94.8%
338,772,454
-6,352,546
-2% -$163M
OPTU
2
Optimum Communications Inc
OPTU
$419M
$295M 2.84%
10,700,000
– –
I
3
DELISTED
INTELSAT S. A.
I
$244M 2.36%
34,738,563
-5,953,045
-15% -$93.6M

Similar funds

MIA
Madison Investment Advisors Madison, Wisconsin $8.87B AUM
BFM
Boston Financial Management Boston, Massachusetts $3.31B AUM 19.4% 1-Year Est. Return
CANY
Caxton Associates (New York) New York $3.14B AUM 54.49% 1-Year Est. Return
MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return
CCM
Carlson Capital Management Northfield, Minnesota $2.29B AUM 7.48% 1-Year Est. Return
ECG
Edge Capital Group Atlanta, Georgia $2.24B AUM 19.7% 1-Year Est. Return
LSAG
Lake Street Advisors Group Portsmouth, New Hampshire $2.17B AUM 16.99% 1-Year Est. Return
WP
WMS Partners Towson, Maryland $1.78B AUM 11.82% 1-Year Est. Return