BMC
Beaton Management Company Portfolio holdings
AUM
$205M
1-Year Est. Return
19.68%
1 Year Est. Return
+19.68%
AUM
$205M
AUM Growth
+$12.1M
(+6.3%)
Holding
141
Top Buys
| 1 | +$263K | |
| 2 | +$215K | |
| 3 | +$212K | |
| 4 |
CSX Corp
CSX
|
+$206K |
| 5 |
3M
MMM
|
+$83.7K |
Top Sells
| 1 | +$620K | |
| 2 | +$313K | |
| 3 | +$292K | |
| 4 |
Alibaba
BABA
|
+$232K |
| 5 |
Zimmer Biomet
ZBH
|
+$221K |
Sector Composition
| 1 | Technology | 17% |
| 2 | Financials | 14.99% |
| 3 | Industrials | 12.15% |
| 4 | Healthcare | 11.25% |
| 5 | Consumer Staples | 10.24% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Nucor
NUE
$32.3B
| $233K | 0.11% |
1,800
|
|
||
127
Hershey
HSY
$37.7B
| $230K | 0.11% |
1,384
|
|
||
128
Medtronic
MDT
$123B
| $230K | 0.11% |
2,638
-100
|
|
||
129
Consolidated Edison
ED
$36.6B
| $223K | 0.11% |
2,223
|
|
||
130
General Motors
GM
$63.4B
| $220K | 0.11% |
4,480
-200
|
|
||
131
iShares S&P Small-Cap 600 Growth ETF
IJT
$6.33B
| $218K | 0.11% |
1,640
|
|
||
132
DaVita
DVA
$9.18B
| $214K | 0.1% |
1,500
|
|
||
133
Vulcan Materials
VMC
$39.3B
| $212K | 0.1% |
+812
|
|
||
|
134
CSX Corp
CSX
$66.5B
| $206K | 0.1% |
+6,315
|
|
||
135
Unum
UNM
$13B
| $202K | 0.1% |
2,500
|
|
||
|
136
Alibaba
BABA
$387B
| – | – |
-1,755
|
|
||
137
Clorox
CLX
$14.6B
| – | – |
-1,491
|
|
||
138
Dow Inc
DOW
$15.4B
| – | – |
-8,966
|
|
||
139
Enterprise Products Partners
EPD
$66.6B
| – | – |
-6,080
|
|
||
140
lululemon athletica
LULU
$21.5B
| – | – |
-750
|
|
||
|
141
Zimmer Biomet
ZBH
$20.3B
| – | – |
-1,949
|
|