BMC

Bear Mountain Capital Portfolio holdings

AUM $299M
1-Year Est. Return 9.8%
This Quarter Est. Return
1 Year Est. Return
+9.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$299M
AUM Growth
+$19.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
326
New
Increased
Reduced
Closed

Top Buys

1 +$2.73M
2 +$1.97M
3 +$913K
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$699K
5
VB icon
Vanguard Small-Cap ETF
VB
+$386K

Top Sells

1 +$262K
2 +$237K
3 +$171K
4
ESGE icon
iShares ESG Aware MSCI EM ETF
ESGE
+$143K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$94.4K

Sector Composition

1 Technology 1.46%
2 Consumer Discretionary 1.26%
3 Communication Services 0.48%
4 Consumer Staples 0.34%
5 Financials 0.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
SHW icon
176
Sherwin-Williams
SHW
$83.7B
$677 ﹤0.01%
+2
PEW
177
GrabAGun Digital Holdings
PEW
$99.7M
$677 ﹤0.01%
150
UBS icon
178
UBS Group
UBS
$121B
$676 ﹤0.01%
+18
INTU icon
179
Intuit
INTU
$177B
$675 ﹤0.01%
+1
NEE icon
180
NextEra Energy
NEE
$176B
$672 ﹤0.01%
+8
FHI icon
181
Federated Hermes
FHI
$3.89B
$671 ﹤0.01%
+13
SE icon
182
Sea Limited
SE
$81.6B
$658 ﹤0.01%
+4
TM icon
183
Toyota
TM
$257B
$606 ﹤0.01%
+3
DBX icon
184
Dropbox
DBX
$7.44B
$596 ﹤0.01%
20
BGC icon
185
BGC Group
BGC
$4.01B
$576 ﹤0.01%
+62
BCO icon
186
Brink's
BCO
$4.7B
$574 ﹤0.01%
+5
PINC
187
DELISTED
Premier
PINC
$560 ﹤0.01%
+20
ECL icon
188
Ecolab
ECL
$76.7B
$556 ﹤0.01%
+2
RELX icon
189
RELX
RELX
$72.3B
$555 ﹤0.01%
+12
PTCT icon
190
PTC Therapeutics
PTCT
$6.3B
$537 ﹤0.01%
+8
EOG icon
191
EOG Resources
EOG
$59.2B
$530 ﹤0.01%
+5
LUV icon
192
Southwest Airlines
LUV
$18.3B
$520 ﹤0.01%
15
BNS icon
193
Scotiabank
BNS
$87.7B
$515 ﹤0.01%
+8
DUK icon
194
Duke Energy
DUK
$93.1B
$513 ﹤0.01%
+4
IMO icon
195
Imperial Oil
IMO
$47.2B
$512 ﹤0.01%
+6
GAP
196
The Gap Inc
GAP
$9.99B
$510 ﹤0.01%
23
OGS icon
197
ONE Gas
OGS
$4.84B
$492 ﹤0.01%
+6
FERG icon
198
Ferguson
FERG
$50.6B
$489 ﹤0.01%
+2
W icon
199
Wayfair
W
$13.2B
$485 ﹤0.01%
+6
TRI icon
200
Thomson Reuters
TRI
$59.3B
$483 ﹤0.01%
+3