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
$132M
AUM Growth
-$8.76M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1 +$319K
2 +$240K
3 +$200K
4
XOM icon
Exxon Mobil
XOM
+$147K
5
NVDA icon
NVIDIA
NVDA
+$121K

Top Sells

1 +$250K
2 +$221K
3 +$220K
4
GM icon
General Motors
GM
+$207K
5
IGM icon
iShares Expanded Tech Sector ETF
IGM
+$206K

Sector Composition

1 Healthcare 14.76%
2 Consumer Staples 14.39%
3 Financials 14.03%
4 Industrials 12.91%
5 Technology 10.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-2,323
127
-2,625
128
-6,513
129
-4,200
130
-16,408