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BPC

Bearing Point Capital Portfolio holdings

AUM $638M
1-Year Est. Return 33.24%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+33.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$581M
AUM Growth
+$37.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$2.31M
2
+$1.27M
3
+$907K
4
IBIT icon
iShares Bitcoin Trust
IBIT
+$794K
5
KKR icon
KKR & Co
KKR
+$635K

Top Sells

1
+$3.33M
2
+$994K
3
+$873K
4
AVGO icon
Broadcom
AVGO
+$861K
5
EMN icon
Eastman Chemical
EMN
+$700K

Sector Composition

1 Technology 22.91%
2 Financials 13.86%
3 Industrials 9.96%
4 Healthcare 6.82%
5 Consumer Discretionary 5.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$35.5M 6.11%
190,163
-1,725
2
$23.5M 4.05%
92,415
-2,165
3
$18.3M 3.15%
35,286
-61
4
$14.9M 2.57%
45,303
-2,805
5
$14.4M 2.48%
173,410
-8,015
6
$14.4M 2.47%
45,552
-467
7
$13.9M 2.38%
68,022
+4,738
8
$13.2M 2.27%
60,132
-131
9
$13M 2.23%
37,955
+16
10
$12.4M 2.13%
124,877
+640
11
$11.4M 1.95%
190,000
12
$10.7M 1.85%
208,332
-800
13
$9.78M 1.68%
49,862
+53
14
$9.27M 1.59%
27,894
-52
15
$9.24M 1.59%
38,014
+200
16
$8.81M 1.52%
29,587
+582
17
$8.6M 1.48%
40,070
-7
18
$8.46M 1.46%
238,221
+2,340
19
$8.37M 1.44%
30,983
+766
20
$8.33M 1.43%
30,416
+167
21
$8.3M 1.43%
13,921
-150
22
$7.92M 1.36%
24,066
-81
23
$7.82M 1.35%
55,165
-185
24
$7.62M 1.31%
20,612
+259
25
$7.39M 1.27%
37,272
-143
1
2 3 4 5