BMC

Beaton Management Company Portfolio holdings

AUM $205M
1-Year Est. Return 19.68%
This Quarter Est. Return
1 Year Est. Return
+19.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$135M
AUM Growth
+$14.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1 +$2.87M
2 +$348K
3 +$263K
4
C icon
Citigroup
C
+$257K
5
TEL icon
TE Connectivity
TEL
+$251K

Top Sells

1 +$350K
2 +$231K
3 +$113K
4
PFE icon
Pfizer
PFE
+$91K
5
T icon
AT&T
T
+$77.1K

Sector Composition

1 Consumer Staples 15.07%
2 Financials 14.52%
3 Industrials 13.29%
4 Healthcare 12.26%
5 Consumer Discretionary 10.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$209K 0.15%
+23,833
127
$206K 0.15%
+2,172
128
-3,000