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
$148M
AUM Growth
-$952K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1 +$250K
2 +$238K
3 +$216K
4
MMM icon
3M
MMM
+$215K
5
TFX icon
Teleflex
TFX
+$203K

Top Sells

1 +$2.27M
2 +$644K
3 +$245K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$240K
5
ADP icon
Automatic Data Processing
ADP
+$211K

Sector Composition

1 Healthcare 14.2%
2 Financials 13.4%
3 Consumer Staples 13.28%
4 Industrials 12.7%
5 Technology 12.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$207K 0.14%
6,900
127
$203K 0.14%
+800
128
-885
129
-2,710
130
-10,973