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BMC

Beaton Management Company Portfolio holdings

AUM $225M
1-Year Est. Return 26.79%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$220M
AUM Growth
+$15.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1
+$292K
2
+$239K
3
+$230K
4
BNY
Bank of New York Mellon
BNY
+$217K
5
XHB icon
State Street SPDR S&P Homebuilders ETF
XHB
+$208K

Top Sells

1
+$550K
2
+$279K
3
+$214K
4
UNM icon
Unum
UNM
+$202K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$109K

Sector Composition

1 Technology 18.08%
2 Financials 14.44%
3 Industrials 12.04%
4 Healthcare 11.21%
5 Consumer Discretionary 10.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.31M 0.59%
46,304
-3,000
52
$1.26M 0.57%
25,440
53
$1.23M 0.56%
4,886
-200
54
$1.23M 0.56%
48,190
-232
55
$1.14M 0.52%
8,873
56
$1.09M 0.49%
15,596
+268
57
$1.02M 0.46%
22,669
+250
58
$969K 0.44%
15,507
-850
59
$967K 0.44%
2,768
60
$966K 0.44%
5,250
61
$962K 0.44%
3,409
-52
62
$959K 0.44%
2,719
-26
63
$958K 0.44%
14,006
64
$917K 0.42%
17,100
65
$900K 0.41%
1,582
66
$894K 0.41%
1,883
67
$869K 0.4%
7,584
68
$826K 0.38%
9,850
-50
69
$805K 0.37%
23,982
70
$791K 0.36%
5,126
71
$788K 0.36%
1,850
72
$779K 0.35%
23,898
-157
73
$777K 0.35%
8,214
-109
74
$735K 0.33%
3,117
-100
75
$712K 0.32%
2,469
-2
1 2
3
4 5