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
$145M
AUM Growth
+$9.35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1 +$230K
2 +$222K
3 +$192K
4
NVDA icon
NVIDIA
NVDA
+$155K
5
AAPL icon
Apple
AAPL
+$152K

Top Sells

1 +$717K
2 +$206K
3 +$102K
4
PM icon
Philip Morris
PM
+$86.5K
5
WFC icon
Wells Fargo
WFC
+$85.9K

Sector Composition

1 Industrials 14.27%
2 Consumer Staples 13.82%
3 Healthcare 13.79%
4 Financials 13.66%
5 Consumer Discretionary 10.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$223K 0.15%
600
127
$222K 0.15%
+6,900
128
$220K 0.15%
2,625
-200
129
-2,172