BMC
Bear Mountain Capital Portfolio holdings
AUM
$279M
1-Year Est. Return
11.56%
1 Year Est. Return
+11.56%
AUM
$279M
AUM Growth
+$20.5M
(+7.9%)
Holding
347
Top Buys
| 1 | +$997K | |
| 2 | +$849K | |
| 3 | +$319K | |
| 4 |
iShares MSCI EAFE Small-Cap ETF
SCZ
|
+$275K |
| 5 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$264K |
Top Sells
| 1 | +$596K | |
| 2 | +$497K | |
| 3 | +$260K | |
| 4 |
iShares Russell 1000 Growth ETF
IWF
|
+$119K |
| 5 |
iShares Russell 1000 Value ETF
IWD
|
+$112K |
Sector Composition
| 1 | Technology | 1.45% |
| 2 | Consumer Discretionary | 1.36% |
| 3 | Communication Services | 0.47% |
| 4 | Consumer Staples | 0.36% |
| 5 | Financials | 0.16% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
326
Parker-Hannifin
PH
$92.8B
| – | – |
-2
|
|
||
327
Pultegroup
PHM
$24.6B
| – | – |
-3
|
|
||
328
Philip Morris
PM
$246B
| – | – |
-3
|
|
||
329
PNC Financial Services
PNC
$70.4B
| – | – |
-6
|
|
||
330
Prudential Financial
PRU
$35.4B
| – | – |
-5
|
|
||
331
Public Storage
PSA
$54B
| – | – |
-1
|
|
||
332
Quanta Services
PWR
$64.6B
| – | – |
-2
|
|
||
333
PayPal
PYPL
$64.4B
| – | – |
-16
|
|
||
334
iShares MSCI USA Quality Factor ETF
QUAL
$53.1B
| – | – |
-7
|
|
||
335
Royal Caribbean
RCL
$81.6B
| – | – |
-2
|
|
||
336
ResMed
RMD
$39.1B
| – | – |
-2
|
|
||
337
Rockwell Automation
ROK
$39.1B
| – | – |
-2
|
|
||
338
Ross Stores
ROST
$50.8B
| – | – |
-1
|
|
||
339
Invesco S&P 500 Equal Weight ETF
RSP
$74B
| – | – |
-9
|
|
||
340
SBA Communications
SBAC
$21.1B
| – | – |
-2
|
|
||
341
Schwab US Dividend Equity ETF
SCHD
$70B
| – | – |
-60
|
|
||
342
Schwab International Equity ETF
SCHF
$52.4B
| – | – |
-172
|
|
||
343
Charles Schwab
SCHW
$171B
| – | – |
-163
|
|
||
344
SLB Limited
SLB
$48.7B
| – | – |
-21
|
|
||
345
Snowflake
SNOW
$81.6B
| – | – |
-4
|
|
||
346
Simon Property Group
SPG
$58.1B
| – | – |
-5
|
|
||
347
S&P Global
SPGI
$144B
| – | – |
-1
|
|