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
$149M
AUM Growth
+$16.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1 +$1.36M
2 +$496K
3 +$252K
4
SLB icon
SLB Limited
SLB
+$251K
5
NUE icon
Nucor
NUE
+$237K

Top Sells

1 +$1.1M
2 +$438K
3 +$227K
4
IJT icon
iShares S&P Small-Cap 600 Growth ETF
IJT
+$201K
5
PG icon
Procter & Gamble
PG
+$147K

Sector Composition

1 Healthcare 15.05%
2 Consumer Staples 14.28%
3 Industrials 14.28%
4 Financials 14.04%
5 Technology 10.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$211K 0.14%
+2,100
127
-1,980
128
-22,100